Acquisition · Adviser / wealth-management

Wolf-Gordon

Transaction overview

Status: Reported completed

Announcement date:

Exact closing date not established.

Charger Investment Partners announced on May 2, 2024 that it had partnered with management to complete the acquisition of Wolf-Gordon. Transaction terms and the exact closing date were not disclosed.

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

  1. Charger Investment Partners Announces Acquisition of Wolf-Gordon ↗

    Charger Investment Partners · Published May 2, 2024

    Charger Investment Partners announced on May 2, 2024 that it had partnered with management to complete the acquisition of Wolf-Gordon. Transaction terms and the exact closing date were not disclosed.

Wolf-Gordon · RIA Monitor