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Transactions / N••• • P•••• L••• A•••••••

N••• • P•••• L••• A••••••• Joins F••••• with Platte River Wealth Advisors, Expanding Mountain Region Presence & UHNW Offering

Exit to a strategic buyerannouncedannounced Oct 13, 2024Fact
What happened
Target
N••• • P•••• L••• A•••••••
Platform
not an add-on on record
Control
unknown
Share acquired
unknown
Industry
unknown
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
  • F•••••Strategic acquirerconfirmed
    “N••• • P•••• L••• A••••••• Joins F••••• with Platte River Wealth Advisors, Expanding Mountain Region Presence & UHNW Offering”
  • J•••• O•••Deal partnerconfirmed
    “Our M&A strategy has always been about adding top-tier professionals and strategically expanding our geographic footprint in key regions, and this team embodies that vision,” said J•••• O•••, CEO of L••• Advisors.”
Sell side
  • L•••Sellerconfirmed
    “L••• Advisors, LLC (L•••), a leading wealth advisory firm with over $24 billion in regulatory assets under management (RAUM) as of September 30, 2024, announced today that it will be entering a partnership with Platte River Wealth Advisors (Platte River). | published on L•••'s own news page www.lido”
Side not stated
Evidence
“N••• • P•••• L••• A••••••• Joins F••••• with Platte River Wealth Advisors, Expanding Mountain Region Presence & UHNW Offering”
P•••• release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS)confidence 80%recorded Sep 18, 2026
N••• • P•••• L••• A••••••• Joins F••••• with Platte River Wealth Advisors, Expanding Mount | Private Equity Intelligence | DFX