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Waverly Advisors has acquired McShane Partners, a Charlotte-based investment advisory firm, marking its third acquisition in 2024. This latest transaction increases Waverly's assets by approximately $700 million.
McShane, established in 1985, was one of the first fee-only RIAs in Charlotte and is known for its boutique approach to investment management and financial planning. Daniele Donahoe, CEO and Partner, joined the firm in 2010. Prior to McShane Partners, Daniele was with Columbia Management, as a Senior Portfolio Manager she co-managed the Columbia Small Cap Growth II fund. She also holds a CFA designation.
The acquisition is part of Waverly's expansion strategy following equity investments from Wealth Partners Capital Group and HGGC's Aspire Holdings in December 2021. The financial and legal specifics of the acquisition have not been disclosed.
To view the press release, click here. 
Written By: John Washington, Data Research Analyst
John Washington is the Data Research Analyst at Dakota.
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