Products
Data Sets
Integrations
Services
FUNDRAISING NEWS | December 13, 2024
Tags: RIA, Mergers / Acquisitions
Shelton, CT-based RIA Procyon Partners is seeking a minority investor, CityWire reported December 12, citing “sources with knowledge of the situation.”
Procyon has spoken with potential equity partners but no deal has been finalized, sources told the publication. The $7B RIA is already supported by Dynasty Financial, which declined to comment to Citywire on the matter. Another Dynasty-backed RIA, Americana Partners, accepted additional private equity backing from Lovell Minnick Partners, as previously reported by Dakota on October 24.
Written By: Dakota
Kestra’s Bluespring Acquires $560M KY RIA Reliant Wealth
February 11, 2025
Merit Grows PA Presence with $233M Hershey Wealth Purchase
February 11, 2025
Report: Ishbia’s Shore Capital Seeking RIA Acquisitions
February 10, 2025
Prime Capital Enters Metro Atlanta with Purchase of $1B RIA Sugarloaf
February 10, 2025
Corient Acquires $600M Pittsburgh-area RIA Rootstock
February 06, 2025
925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481
© Dakota 2025 | Terms of Use | Privacy Policy
