Client story
Building VestGen through consolidation
Helping combine 10 independent RIAs into a single, larger business.
The situation
Ten independent RIAs set out to combine into one firm, forming the initial business of VestGen Wealth Partners.
What we did
- Assisted with the consolidation of the 10 RIAs that formed VestGen’s initial business
- Peter has served on VestGen’s advisory board since 2024
The result
VestGen is today a wealth manager with about $7 billion of client assets.
Weighing a sale, an acquisition, or a capital raise?
Senior bankers, one industry, and a process built around your objectives.