TriCapital Advisors, Inc.

Transaction overview

Announced

Exact closing date not established.

Wealthspire Advisors predecessor Bronfman E.L. Rothschild announced its acquisition of TriCapital Advisors. The report contains conflicting completion wording, and no exact closing date is established.

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.