VestGen Wealth Partners secures credit facility from Willow Tree for Midwest RIA deals
The facility size was not disclosed; Waverly Advisors and Apella Wealth added RIAs in the same week, totaling $412 million in disclosed figures.
At a glance
VestGen Wealth Partners has a credit facility from Willow Tree Credit Partners to fund RIA acquisitions in the Midwest; the size was not disclosed.
The Chicago-based platform now has 19 advisory firms and $8.5 billion in client assets, up from 10 practices and $5.3 billion at its December 2024 launch.
In the same week's coverage, Waverly Advisors bought an Oregon RIA with $151 million, its 37th deal since Wealth Partners Capital Group and HGGC took stakes.
VestGen Wealth Partners has a credit facility from Willow Tree Credit Partners to fund RIA acquisitions in the Midwest; the size was not disclosed.
The Chicago-based platform now has 19 advisory firms and $8.5 billion in client assets, up from 10 practices and $5.3 billion at its December 2024 launch.
In the same week's coverage, Waverly Advisors bought an Oregon RIA with $151 million, its 37th deal since Wealth Partners Capital Group and HGGC took stakes. Apella Wealth added Blue Spark, a $261 million firm. Wealth Partners Capital Group backs both acquirers; the two disclosed figures come to $412 million.
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