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Private Wealth Daily
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Vistria Group

In network coverage since August 25, 2026 · 7 stories
Network coverage
Features

RIA sale prices turn on retention; the structure carries the multiple

Elevation Point typically takes a 20% minimum stake, while Concurrent bought $5.4 billion Spire as an asset purchase.
Fundraising · Oct 14LADWP pension commits $250m to three real estate funds
M&A · Oct 9Mather Group partners with $400M Legacy Consulting; AlphaCore adds Blue Rock
The Advisor's Note · Aug 27The 11.6x median masks a two-tier market
The Close · Aug 26RIA M&A is now a financing event
M&A · Aug 26Curi's Vistria deal: a bet on process, not pipeline
Succession & selling a firm · Aug 25Vistria's Curi deal keeps employees on the cap table
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