Abry Partners

Boston, Massachusettsabry.com1expert edge

Boston-based private equity firm with $13.7 billion in assets under management, specializing in middle-market investments in technology, media, and financial services sectors.

Why interesting to a deal team

Led $50M investment in Dynasty's 2022 capital raise; demonstrates PE ecosystem confidence in RIA platform consolidation thesis and wealth management sector dynamics.

Experts connected to this company

Shirl PenneyLed $50M investment in Dynasty's 2022 raise

Shirl Penney

Founder and Chief Executive Officer

Dynasty Financial Partners

LawyerSt. Petersburg

Penney sits at the center of nearly every major RIA breakaway and platform financing deal, giving him unmatched visibility into wealth-management M&A flow and valuations.

Sources

Page titlePrimary
abry.com
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abry.com/news-article/dynasty-financial-partners-closes-minority-private-capital-raise-to-fuel-the-growth-of-its-offering-to-clients

Strongest evidencePage title2 public sourcesHow the grades work