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Announced

Completed

PPC Enterprises completed the investment in SHOOK Research.

Synopsis

PPC Enterprises, a middle-market private equity firm, completed the investment in SHOOK Research, a research organization for evaluating financial advisors. Financial terms were not disclosed. "This is an exciting time at SHOOK in light of the growth and evolution of the wealth management industry where trusted and vetted information is increasingly needed by advisors, their clients and asset managers. PPC's deep expertise in service-based businesses and long-term proven track record will be invaluable as we continue to raise the bar for excellence in wealth management. We're better positioned than ever to broaden our reach and deliver even greater value to the industry," R.J. Shook, SHOOK Research President.

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