2023年7月13日

混合注冊投資谘詢公司已經將近十倍在過去六年中獲得了私人股本注入使進一步擴張。Overland Park,堪薩斯城'資本投資顧問獲得Abry少數投資夥伴,此前在RIA平台王朝金融股權合作夥伴和集運商信標黑Advisors公司7月12日說。自2017年以來,主要資本已經從27億美元的客戶資產250億美元由160年金融顧問,其中包括120的股份公司,根據首席執行官格倫·斯賓塞。在跨,公司進行了19收購,增加其估值的21倍,他說。在資本的情況下,該公司正在尋求一個合作夥伴可以幫助其完成交易並保持每年11%的增長率有機擴張和25%到30%的總體來說,斯賓塞說。雙方沒有披露少數交易條款的主要資本,已收到了來自個人投資者的支持在過去的和另一個名為信號的私人公司合作夥伴。該交易預計8月1日完成。“我們知道我們會很有吸引力。資本重組的目標是取代個人成長資本戰略合作夥伴,”斯賓塞在一次采訪中說。“這對每個人來說都很艱難的市場。” June 26, 2023 3:48 PM Some in the industry carry misconceptions about private equity investments, according to John Wernz, who joined PE firm Great Hill Partners last month as its executive in residence after spending 13 years at Wealth Enhancement Group as it expanded from $2 billion to $50 billion in client assets. The notion that private equity investors care only about M&A over organic growth and are willing to risk upsetting a firm's culture to "just Band-Aid a bunch of stuff together for a short-term gain" over three to seven years is just wrong, Wernz said. "The good ones don't think like that. The good ones care about building a company that will last," Wernz said. "Private equity can absolutely be a culture accelerator, not a culture destroyer." In addition to picking up the equity in Prime Capital and providing additional capital for acquisitions and other investments in the business, Abry will receive representation on the Prime Capital board under the deal. Since 1989, the firm has completed more than 550 transactions in media, communications, business and information services, among other industries, according to Abry's website. "We are firmly committed to the financial advisory space and view PCIA as one of the long-term winners in this sector," Abry partner James Scola said in a statement. "Together, we will continue to innovate and attract the most talented people in the industry, creating tremendous value for all of our stakeholders." July 11, 2023 2:52 PM Private equity firms' minority investments into wealth management companies are rising "as RIAs seek capital injections to support their inorganic growth strategies," according to the second-quarter M&A report from investment bank and consulting firm Echelon Partners . Examples of agreements from the second quarter include Leonard Green & Partners' investment into Hub International , Altas Partners' infusion into Mercer Advisors and a group of investors including Bain Capital and the Abu Dhabi Investment Authority's purchase of a 20% stake in the U.S. wealth management business of CI Financial. "In many cases, these minority transactions represent the second, third or fourth time these firms have added additional financial sponsors," according to Echelon's report.