Crestview Partners
Middle-market PE firm founded 2004, based in New York. Manages $9B+ in AUM. Focuses on LBO, growth equity, and distressed-for-control investments across financial services, media, and industrials.
Why interesting to a deal team
Primary sponsor backing Modern Wealth's $200M launch. Operational expertise deploying capital into consolidating advisor platforms; experience with Capelle team validates acquisition-led growth model in wealth management.
Experts connected to this company
- Mike CapellePE sponsor that backed his Modern Wealth launch
- Gary RothPE backer providing $200M equity financing to his firm
Mike Capelle
Co-founder and Co-CEO
Modern Wealth Management
Serial RIA-platform builder who took United Capital to a $750M Goldman exit and is now running Modern Wealth's PE-backed roll-up playbook in real time.
Gary Roth
Co-founder and Co-CEO
Modern Wealth Management
Co-CEO who scaled United Capital to a $750M Goldman exit and is now running Crestview-backed Modern Wealth's 18-deal RIA roll-up — a live playbook for aggregation-model diligence.
Sources
- Page titlePrimarycrestview.com
- Page titlePrimarycrestview.com/firm