Pinnacle Wealth Management
Independent RIA founded in 1994, managing client assets for high-net-worth individuals and families with focus on personalized financial strategies and comprehensive planning.
Why interesting to a deal team
2025 acquisition by Maridea exemplifies RIA consolidation activity; Green Sail advised on sale, demonstrating Kaminski and Gent's market positioning.
Experts connected to this company
- Ryan Kaminskiexclusive sell-side M&A advisor on its 2025 sale
- Christopher GentGreen Sail was exclusive sell-side advisor on its sale
Ryan Kaminski
Co-Head of Mergers and Acquisitions
Green Sail Capital Partners
Co-Head of M&A at Green Sail, a boutique RIA/broker-dealer advisory shop; he's publicly warning valuations are peaking — a contrarian read deal teams should stress-test against.
Christopher Gent
Co-Founder and M&A Advisor
Green Sail Capital Partners
Co-founder of an RIA M&A boutique built from LPL's top deal team, now publicly warning 7-18x EBITDA multiples are unsustainable — a contrarian pricing check for any RIA aggregation thesis.
Sources
- Page titlePressArchived 2025-07-17businesswire.com/news/home/20250717486889/en/Maridea-Expands-Midwest-Presence-With-Strategic-Acquisition-of-Pinnacle-Wealth-Management
- Page titleOtherArchived 2025-07-17finance.yahoo.com/news/maridea-expands-midwest-presence-strategic-130500579.html
- No name matchPrimarypinnacle-mgmt.com