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Advisor·RIA Rollups

Steward Partners Global Advisory

Washington, D.C., USA1expert edge

Employee-owned full-service wealth management firm serving family, institutional, and multigenerational investors across 20 offices with $44B+ in client assets, founded in 2013.

Why interesting to a deal team

Cameron Hoerner's discussion of Piper Sandler's advisory role on Steward Partners' $475M Ares capital raise demonstrates his expertise in institutional funding mechanisms and capital strategies for RIA platforms.

Experts connected to this company

Sources