M&A Deal Summary

Wealth Partners Capital Group Acquires WA Asset Management

On July 6, 2022, Wealth Partners Capital Group acquired financial services company WA Asset Management

Acquisition Highlights
  • This is Wealth Partners Capital Group’s 1st transaction in the Financial Services sector.
  • This is Wealth Partners Capital Group’s 1st transaction in the United States.
  • This is Wealth Partners Capital Group’s 1st transaction in Alabama.

M&A Deal Summary
Date 2022-07-06
Target WA Asset Management
Sector Financial Services
Buyer(s) Wealth Partners Capital Group
Deal Type Add-on Acquisition

Target

WA Asset Management

Birmingham, Alabama, United States
WA Asset Management is an 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. WA Asset Management was founded in 1999 and is based in Birmingham, Alabama.

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Buyer(S) 1

Buyer

Wealth Partners Capital Group

Palm Beach, Florida, United States
Category Company
Founded 2017
Sector Financial Services
DESCRIPTION

Wealth Partners Capital Group is a financial services holding company, which invests in and partners with select leading wealth management firms. WPCG assists its partner firms by identifying and integrating like-minded registered investment advisers and financial advisors who are seeking access to expanded business capabilities, strategic growth, and customized transition solutions. Wealth Partners Capital Group was founded in 2017 and is based in Palm Beach, Florida.

DEAL STATS #
Overall 1 of 1
Sector (Financial Services) 1 of 1
Type (Add-on Acquisition) 1 of 1
State (Alabama) 1 of 1
Country (United States) 1 of 1
Year (2022) 1 of 1
Mergr

Product

Company

Legal