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FUNDRAISING NEWS | September 27, 2024
Tags: RIA Moves
Focus Financial Partners’ Transform Wealth announced that it is set to acquire Denver-based independent RIA Custom Portfolio Group (CPG) in a September 26 press release.
The two firms have entered into a definitive agreement and are expected to close the acquisition in the fourth quarter. The three-person CPG team is led by President and CEO David Twibell and manages over $175M in client assets across 454 accounts, per its most recent Form ADV filing from March. Turkey Hill Management advised CPG in the transaction.
According to Dakota data, Greenwood Village, CO-based based Transform Wealth oversees approximately $2.5B in managed assets and has previously acquired a number of other advisory firms, including Strategic Capital Advisors, Weatherstone Capital Management, and First Houston Capital.
View the press release here.
Written By: Dakota
October 30, 2024
April 10, 2024
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