Waverly Advisors Acquires 9258 Wealth Management
Summary
Walt Lunsford founded 9258 in 2017 and prior to that, spent 13 years as a Managing Director and Senior Vice President at a multinational financial services company. “Not only do we expand our reach into another new market, but we acquire new lines of service and expertise, while providing greater resources and infrastructure to 9258’s existing clients.” “Our firm has grown significantly since its founding,” said Walt. WPCG assists its partner firms by identifying and integrating like-minded wealth advisers who seek access to expanded business capabilities, strategic growth and/or customized transition solutions. The firm’s ecosystem of investors, operators, and professionals are united by the shared mission to develop leading enterprises and build long term value together. Since its inception in 2007, HGGC has completed more than 600 platform investments, add-on acquisitions, recapitalizations, and liquidity events with an aggregate transaction value of over $71 billion.