Waverly Advisors Acquires Dickinson Investment Advisors
Summary
"Ron and his team have created a thriving firm by fostering long-term, personalized relationships with their clients," said Justin Russell, President and CEO of Waverly. The acquisition of Dickinson marks Waverly’s 21st transaction since accepting an equity investment in December 2021 from Wealth Partners Capital Group (“WPCG”) and HGGC’s Aspire Holdings platform. 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.