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Transactions / R••• I•••

C••••••• P••••••• to Acquire RVK, Expanding Its Institutional Investment Consulting Capabilities

Add-on acquisitionannouncedadd-onannounced Sep 15, 2026Fact
What happened
Target
R••• I•••
Platform
C••••••• P•••••••add-on basis: United Capital Financial Advisors, C••••••• P••••••• Institutional Advisors, Baseline Wealth Management Ltd. and MASECO LLP are affiliates of C••••••• P•••••••. | published on L•••• Wealth's own news page
Control
Control
Share acquired
unknown
Industry
business_services / consulting
Target location
OR, US
Seller kind
unknown
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
  • C••••••• P•••••••Platformconfirmed
    “United Capital Financial Advisors, C••••••• P••••••• Institutional Advisors, Baseline Wealth Management Ltd. and MASECO LLP are affiliates of C••••••• P•••••••. | published on L•••• Wealth's own news page”
  • L•••• W••••• M••••••••• I•••Sponsorconfirmed
    “United Capital Financial Advisors, C••••••• P••••••• Institutional Advisors, Baseline Wealth Management Ltd. and MASECO LLP are affiliates of C••••••• P•••••••. | published on L•••• Wealth's own news page”
Advisory side
Side not stated
  • P•••• M••••••Managementconfirmed
    ““RVK has built an exceptional reputation by providing thoughtful, objective advice to some of the country’s most complex institutional investors,” said P•••• M••••••, President and CEO of C••••••• P•••••••.”
  • J••• K••••Managementconfirmed
    ““C••••••• P••••••• shares our belief that clients are best served through independent, objective advice, deep expertise and solutions customized to meet their specific needs,” said J••• K••••, CEO of RVK.”
  • R••• I•••Targetconfirmed
    “C••••••• P••••••• to Acquire RVK, Expanding Its Institutional Investment Consulting Capabilities”
Evidence
“C••••••• P••••••• to Acquire RVK, Expanding Its Institutional Investment Consulting Capabilities”
Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)confidence 80%recorded Sep 18, 2026
C••••••• P••••••• to Acquire RVK, Expanding Its Institutional Investment Consulting Capabi | Private Equity Intelligence | DFX