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Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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The Bahnsen Group

In network coverage since September 24, 2026 · 5 stories
5Deals on our tracker
Deal recordFull tracker →
Oct 7, 26Deal announcedHightower Naples · Hightower · $1.1B — coverage
Oct 5, 26Deal announcedHightower Naples · Hightower · $1.1B — coverage
Oct 5, 26Deal announcedHightower Naples · $1.1B — coverage
Oct 5, 26Deal announcedHightower Naples · Hightower · $1 — coverage
Sep 23, 26Deal announcedHightower — coverage
Network coverage
Deals & PE

Bluespring folds Family Wealth Counseling into KDI; AlphaCore adds Blue Rock; Constellation backs BakerAvenue

The KDI combination passes $1 billion in assets; BakerAvenue's minority stake is undisclosed.
Succession & selling a firm · Oct 6Bahnsen Group agrees to add $1.1 billion Hightower Naples practice under its brand
New funds · Sep 30Columbia Hamilton Lane and Bahnsen file for interval funds with opposite private-asset sourcing
Succession & selling a firm · Sep 25In RIA sales, the entity chart beats the multiple
Moves · Sep 24Bahnsen's exit turns organic growth into the sellable asset

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