Announced

Completed

Bluespring Wealth Partners completed the acquisition of SHP Financial.

Synopsis

Bluespring Wealth Partners, a financial services firm, completed the acquisition of SHP Financial, a financial planning & wealth management company. Financial terms were not disclosed. “SHP is a team that has already built meaningful scale and is still hungry to grow. That’s what makes this an acceleration story, as opposed to a transition story. SHP’s founders are seasoned leaders in the prime of their careers, still deeply engaged in their business, with decades of success yet ahead. Bluespring is designed for firms just like this: teams on a strong growth trajectory, energized about securing their clients’ financial legacies, and looking for opportunities to expand their impact,” Pradeep Jayaraman, Bluespring Wealth Partners President.

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MergerLinks - Bluespring Wealth Partners completed the acquisition of SHP Financial.