Announced
Completed
Synopsis
Great Hill Partners, a private equity firm focused on growth investments in companies across various sectors, completed a minority investment in Mission Wealth, a financial planning and wealth management firm. Financial terms were not disclosed. "As we celebrate our silver anniversary, we are thrilled to welcome Great Hill as a key partner in our mission to help our clients realize true wealth. This partnership brings vital resources and additional intellectual capital to our firm, enabling us to serve clients in new ways, accelerate our organic growth initiatives, bolster our mergers and integrations team, and further invest in our technology stack. Great Hill's partnership is a strong endorsement of our business model, culture, and team, and their track record of collaborating with founders and management teams will be instrumental in driving our ambitious growth trajectory," Matthew Adams, Mission Wealth CEO.
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