SageSpring Wealth Partners — five new equity partners

Transaction overview

Reported completed

Exact closing date not established.

In its June 16, 2026 announcement, SageSpring Wealth Partners reported that five advisers had become equity partners: Chase Keen, Daniel Peterman, Jason Plunkett, Ryan Terry and Jackson Wilcox. The firm stated that partners hold ownership stakes and participate in its long-term direction. Individual stakes, consideration and exact effective dates 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.