Platform affiliation · Adviser / wealth-management
Damien DePeter and Michael McCarthy financial planning team
Transaction overview
Status: Reported joined
Exact closing date not established.
Pallas Capital Advisors, LLC announced that the financial planning team led by Damien DePeter and Michael McCarthy joined its platform from Mayflower Advisors. The source reports a team affiliation and does not establish an equity purchase.
Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.
Source evidence
- Pallas Capital Advisors Welcomes $175 Million Wealth Management Team ↗
Pallas Capital Advisors · Published Jul 12, 2023
Pallas Capital Advisors, LLC announced that the financial planning team led by Damien DePeter and Michael McCarthy joined its platform from Mayflower Advisors. The source reports a team affiliation and does not establish an equity purchase.