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Private Wealth Daily
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In network coverage since September 16, 2026 · 6 stories
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M&A

Apella acquires $261M Blue Spark; Waverly acquires $151M MCS Family Wealth Advisors

Apella's Blue Spark purchase is its 30th since 2014; Waverly's MCS deal is its 37th since a 2021 minority investment.
Deals & PE · Oct 15CohnReznick to add Aldrich's $8B wealth practice in mid-December deal
Deals & PE · Oct 14VestGen Wealth Partners secures credit facility from Willow Tree for Midwest RIA deals
M&A · Oct 13Waverly Advisors buys $151M Oregon RIA; Apella Wealth adds $261M Blue Spark
M&A · Sep 29Waverly to buy a $1.7B Richmond RIA, its 36th deal since Aspire's 2021 stake
M&A · Sep 16Apella's 18th deal: the check shrinks, the pace doesn't
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