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Private Wealth Daily
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Wealth Partners Capital Group

In network coverage since August 25, 2026 · 13 stories
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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.
M&A · Oct 16Apella acquires $261M Blue Spark; Waverly acquires $151M MCS Family Wealth Advisors
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 25Verdence's second deal tests whether the roll-up can staff itself
The Close · Sep 22Merit's succession shows the deal pipeline is now the hiring pipeline
The Close · Sep 18Apella's two deals show the RIA buyer's real target: staff, not clients
M&A · Sep 16Apella's 18th deal: the check shrinks, the pace doesn't
M&A · Aug 26Curi's Vistria deal: a bet on process, not pipeline
M&A · Aug 25Vistria's Curi stake buys a deal machine
Succession & selling a firm · Aug 25Vistria's Curi deal keeps employees on the cap table
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