CAPTRUST Financial Advisors

Raleigh, North Carolina, United Stateswww.captrust.com1expert edge

One of the largest independent RIAs ranked #1 for 11 consecutive years, managing over $1 trillion in assets with comprehensive wealth, retirement plan advisory, and specialty services for institutional clients.

Why interesting to a deal team

Market-leading scale, dominant retirement plan advisory position, and proven acquisition strategy (74+ deals); exceptional case study for PE-backed consolidation platform.

Experts connected to this company

Christopher C. FriedenLed legal team on Carlyle minority investment

Christopher C. Frieden

Partner and Chair of Partners Committee

Alston & Bird LLP

LawyerAtlanta

Atlanta's go-to RIA M&A lawyer, having steered 175+ wealth management deals worth $7B+ since 2020 — a direct line into active RIA consolidation activity.

Sources

No name matchPrimary
captrust.com
No name matchPrimary
captrust.com/about-us/our-story

Strongest evidenceNo name match2 public sourcesHow the grades work