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Wealth Partners Capital Group

In network coverage since August 25, 2026 · 12 stories

Network coverage

M&A

Apella acquires $261M Blue Spark; Waverly acquires $151M MCS Family Wealth Advisors

Apella's Blue Spark purchase is its 30th since 2014; Waverly's MCS deal is its 37th since a 2021 minority investment.

Deals & PE · Oct 15CohnReznick to add Aldrich's $8B wealth practice in mid-December deal

Deals & PE · Oct 14VestGen Wealth Partners secures credit facility from Willow Tree for Midwest RIA deals

M&A · Oct 13Waverly Advisors buys $151M Oregon RIA; Apella Wealth adds $261M Blue Spark

M&A · Sep 29Waverly to buy a $1.7B Richmond RIA, its 36th deal since Aspire's 2021 stake

M&A · Sep 25Verdence's second deal tests whether the roll-up can staff itself

The Close · Sep 22Merit's succession shows the deal pipeline is now the hiring pipeline

The Close · Sep 18Apella's two deals show the RIA buyer's real target: staff, not clients

M&A · Sep 16Apella's 18th deal: the check shrinks, the pace doesn't

M&A · Aug 26Curi's Vistria deal: a bet on process, not pipeline

M&A · Aug 25Vistria's Curi stake buys a deal machine

exit · Aug 25Vistria's Curi deal keeps employees on the cap table

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