Announced

Completed

Bluespring Wealth Partners completed the acquisition of Coghill Investment Strategies.

Synopsis

Bluespring Wealth Partners, a financial services firm engaged in acquiring and supporting wealth management practices, completed the acquisition of Coghill Investment Strategies, a Pittsburgh-based wealth management firm specialising in personalized financial guidance for high-net-worth individuals and families. Financial terms were not disclosed. "We are excited to welcome Carrie and the entire Coghill team to Bluespring. Carrie and her team have built an exceptional firm defined by deep relationships, strong values, and intentional multi-generational leadership. Their focus on continuity and client outcomes aligns perfectly with how Bluespring measures success across our partner firms and we look forward to working with Carrie and her team to continue their legacy," Pradeep Jayaraman, Bluespring Wealth Partners President.

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MergerLinks - Bluespring Wealth Partners completed the acquisition of Coghill Investment Strategies.