Acquisition · Activity not yet classified

Weston Forest

Transaction overview

Reported acquisition

Announced:

Exact closing date not established.

Watermill reported acquiring Weston Forest, with the executive team remaining invested.

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. Weston Forest has been acquired by the Watermill Group ↗

    Watermill Group · Published Jan 4, 2021

    Reports that Weston Forest was acquired by Watermill.

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Weston Forest · RIA Monitor