M&A Deal Summary

Waverly Advisors Acquires McShane Partners

On April 9, 2024, Waverly Advisors acquired financial services company McShane Partners

Acquisition Highlights
  • This is Waverly Advisors’ 4th transaction in the Financial Services sector.
  • This is Waverly Advisors’ 5th transaction in the United States.
  • This is Waverly Advisors’ 1st transaction in North Carolina.

M&A Deal Summary
Date 2024-04-09
Target McShane Partners
Sector Financial Services
Buyer(s) Waverly Advisors
Deal Type Add-on Acquisition

Target

McShane Partners

Charlotte, North Carolina, United States
McShane Partners offers a boutique approach to investment management, wealth advisory, and financial planning, with a holistic engagement of each client's financial goals, needs, and risk tolerances. McShane Partners is based in Charlotte, North Carolina.

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Buyer(S) 1

Buyer

Waverly Advisors

Birmingham, Alabama, United States
Category Company
Founded 1999
Sector Financial Services
DESCRIPTION

Waverly Advisors is a fee-only registered investment adviser that serves the investment management and wealth planning needs of a diverse group of clients, including high-net-worth individuals and families, corporate retirement plans, trusts, endowments and institutions. Waverly Advisors was formed in 1999 and is based in Birmingham, Alabama.

DEAL STATS #
Overall 5 of 8
Sector (Financial Services) 4 of 5
Type (Add-on Acquisition) 5 of 8
State (North Carolina) 1 of 1
Country (United States) 5 of 8
Year (2024) 2 of 5
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-01-03 StrategIQ

Merrillville, Indiana, United States

StrategIQ is a wealth management firm that offers a holistic approach to investment advice and financial planning, empowering investors and their families to secure their financial futures. StrategIQ was formed in 1996 and is based in Merrillville, Indiana.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2024-05-21 Derbend Asset Management

Peachtree City, Georgia, United States

Derbend Asset Management is an investment advisory business based in Peachtree City, Georgia.

Buy -
Mergr

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