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Transactions / S•••••••

A••••• I•••••••• Announces Aspen Standard Wealth A••••• I•••••••• announces the launch of Aspen Standard Wealth Management, a new vertical of Evergreen focused on creating permanent RIA partnerships,...

Exit to a strategic buyerclosedannounced Nov 5, 2024closed Nov 5, 2024Fact
What happened
Target
S•••••••
Platform
not an add-on on record
Control
unknown
Share acquired
unknown
Industry
financial_services / wealth management
Target location
unknown
Seller kind
Sponsor
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
4 named
Buy side
  • N••• 4•Strategic acquirerconfirmed
    “N••• 4•, 2024 – Aspen Standard Wealth, which serves as a permanent home and long-term partner for successful RIAs, announced today that it has acquired S•••••••, a leading registered investment adviser with $2.8 billion in assets under management (AUM).”
Sell side
  • A••••• I••••••••Sellerconfirmed
    “Backed by A••••• I•••••••• through its $4.5 billion Fund IX, Eight Group brings together leading local engineering businesses through a differentiated, decentralised… | published on A••••• I••••••••'s own news page alpineinvestors.com”
Side not stated
  • C•••• H••••••Managementconfirmed
    “They care about growing our people, continuing to build on top of the foundation that our team has built, and helping us deliver more for our clients,” said C•••• H••••••, CEO of S•••••••.”
  • S•••••••Targetconfirmed
    “N••• 4•, 2024 – Aspen Standard Wealth, which serves as a permanent home and long-term partner for successful RIAs, announced today that it has acquired S•••••••, a leading registered investment adviser with $2.8 billion in assets under management (AUM).”
Evidence
“N••• 4•, 2024 – Aspen Standard Wealth, which serves as a permanent home and long-term partner for successful RIAs, announced today that it has acquired S•••••••, a leading registered investment adviser with $2.8 billion in assets under management (AUM).”
Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)confidence 80%recorded Sep 14, 2026
A••••• I•••••••• Announces Aspen Standard Wealth A••••• I•••••••• announces the launch of | Private Equity Intelligence | DFX