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FUNDRAISING NEWS | October 21, 2024

Lido Advisors to Acquire $3B AUM Pegasus Partners

Tags: RIA, Mergers / Acquisitions

Los Angeles-based wealth advisory firm Lido Advisors has agreed to acquire Mequon, WI-based RIA Pegasus Partners and will integrate all 22 members into its team.

In an October 21 press release, Lido said the majority of members from Pegasus, a UHNW RIA overseeing over $3B in client assets and led by CEO Todd Krieg and President Matt D'Attilio, will join as partners. Waller Helms affiliate Park Sutton Advisors served as financial advisor to Pegasus in the transaction.

The merger will add Pegasus’ AUM across 300 client families to Lido’s over $24B in managed assets. Lido has been backed by private equity firm Charlesbank Capital Partners since May 2021.

View the press release here.

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Written By: Dakota

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