M&AFinancial ServicesSIGNED
$1.1B Rosenwald Private Wealth Joins Indivisible Partners
Value
$1.1Bn
Acquirer
Indivisible Partners
Target
Rosenwald Private Wealth
Rosenwald Private Wealth, a Baltimore-based firm managing $1.1 billion in assets, has joined Indivisible Partners, an advisor-owned growth partnership. This move aligns with a trend of firms choosing ownership-focused models.
✦ Meridian Analysis
This is a partnership or acquisition of a wealth management firm, where Rosenwald Private Wealth is joining Indivisible Partners. The transaction involves a firm managing $1.1 billion in assets, but the specific structure of the deal (e.g., equity swap, cash acquisition), the valuation of Rosenwald, or the strategic rationale for Indivisible Partners beyond an 'ownership-focused model' are not disclosed.
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