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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
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•••••.
  • J•• D••••Managementconfirmed
    “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
R••• G••••• P••••••• Acquires Minority Stake in G••••• • C•••••• to Accelerate G••••• and | Private Equity Intelligence | DFX