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Transactions / G••••• • C••••••
R••• G••••• P••••••• Acquires Minority Stake in G••••• • C•••••• to Accelerate G••••• and Geographic Expansion
Add-on acquisitionannouncedadd-onannounced Feb 19, 2025Fact
What happened
- Target
- G••••• • C••••••
- Platform
- R••• G••••• P•••••••add-on basis: R••• G••••• P••••••• Acquires Minority Stake in G••••• • C•••••• to Accelerate G••••• and Geographic Expansion | R••• G••••• P••••••• is held by C••••••••• Capital Partners on its portfolio page; published on C••••••••• Capital Partners's own news page
- Control
- Control
- Share acquired
- unknown
- Industry
- unknown
- Target location
- unknown
- Seller kind
- Family
- Rollover
- unknown
Values, only where disclosed
- Enterprise value
- Not disclosed
- Purchase price
- Not disclosed
- Equity value
- Not disclosed
- Target revenue
- Not disclosed
- Target EBITDA
- Not disclosed
- Multiple
- Not disclosed
Parties and roles
6 named
Buy side
- “R••• G••••• P••••••• Acquires Minority Stake in G••••• • C•••••• to Accelerate G••••• and Geographic Expansion | R••• G••••• P••••••• is held by C••••••••• Capital Partners on its portfolio page; published on C••••••••• Capital Partners's own news page”
- “R••• G••••• P••••••• Acquires Minority Stake in G••••• • C•••••• to Accelerate G••••• and Geographic Expansion | R••• G••••• P••••••• is held by C••••••••• Capital Partners on its portfolio page; published on C••••••••• Capital Partners's own news page”
Side not stated
- ““We’ve always believed that growth should be intentional, and this partnership is the next step in executing on that vision,” said K•••• G•••••, CEO and Chief Investment Officer at G•••••.”
- ““G••••• has built an incredible business by delivering truly bespoke investment portfolios at scale, something rare in an industry dominated by model-driven approaches,” said J•• D••••, Managing Partner at R•••.”
- ““Great wealth management is not just about numbers—it’s about vision, strategy and an unwavering commitment to clients’ success,” said T•••• K••••••, Managing Partner at R•••.”
- “R••• G••••• P••••••• Acquires Minority Stake in G••••• • C•••••• to Accelerate G••••• and Geographic Expansion”
Evidence
“R••• G••••• P••••••• Acquires Minority Stake in G••••• • C•••••• to Accelerate G••••• and Geographic Expansion”
Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)confidence 80%recorded Sep 15, 2026