TRIA Capital Partners specializes in providing long-term, minority equity financing solutions to wealth management firms. The company focuses on capital for acquisitions, ownership transitions, and growth opportunities, aiming to be a value-added partner with a deep understanding of the RIA sector. TRIA's team offers strategic guidance and full-service M&A support, leveraging extensive experience in wealth management M&A, succession planning, and strategic operations.
Recent Transactions involving TRIA Capital Partners
| Deal | Target | Platform | Buyer | Industry |
|---|---|---|---|---|
Modera Wealth Management Acquires Bay Point Wealth |
Bay Point Wealth |
Modera Wealth Management |
TRIA Capital Partners |
Wealth Management |
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