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Transactions / V•••••• P•••••• W•••••

CAPROCK ANNOUNCES ACQUISITION OF V•••••• P•••••• W•••••

Platform acquisitionannouncedannounced Jul 14, 2026Fact
What happened
Target
V•••••• P•••••• W•••••
Platform
not an add-on on record
Control
Control
Share acquired
unknown
Industry
financial_services / wealth management
Target location
TX, 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
8 named
Buy side
  • B••• G••••••Deal partnerconfirmed
    “"At C••••••, growth has never been about getting bigger for the sake of getting bigger," said B••• G••••••, Co-CEO of C••••••.”
  • G••• B••••Deal partnerconfirmed
    “"V•••••• has built an exceptional firm grounded in trust, thoughtful advice and long-term client relationship," said G••• B••••, Co-CEO of C••••••.”
  • T•• C•••••• G••••• L••Sponsorconfirmed
    “C••••••, a leading multi-family office Registered Investment Advisor serving ultra-high-net-worth clients, today announced the acquisition of V•••••• P•••••• W•••••, an Austin-based independent wealth management firm with approximately $4 billion in assets under management.”
Advisory side
  • D•• P••••Legal adviserconfirmed
    “D•• P•••• served as legal advisor to V••••••.”
  • S•••• R•••• L••Legal adviserconfirmed
    “S•••• R•••• L•• served as legal advisor to C••••••.”
  • B•••••••• G••••• A••••••• L•Sell-side adviserconfirmed
    “B•••••••• G••••• A••••••• served as exclusive financial advisor to V••••••, with Bomy Hagopian, Partner, leading the B•••••••• team.”
Side not stated
  • R••• N••••••Managementconfirmed
    “"Like C••••••, we've always believed that wealth management is about much more than managing investments," said R••• N••••••, Co-Founder and CEO of V••••••.”
  • V•••••• P•••••• W•••••Targetconfirmed
    “C••••••, a leading multi-family office Registered Investment Advisor serving ultra-high-net-worth clients, today announced the acquisition of V•••••• P•••••• W•••••, an Austin-based independent wealth management firm with approximately $4 billion in assets under management.”
Evidence
“C••••••, a leading multi-family office Registered Investment Advisor serving ultra-high-net-worth clients, today announced the acquisition of V•••••• P•••••• W•••••, an Austin-based independent wealth management firm with approximately $4 billion in assets under management.”
Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)confidence 80%recorded Sep 15, 2026