Venturi Private Wealth is an independent wealth management firm offering sophisticated solutions for business owners, corporate executives, and high-net-worth families. The company provides personalized financial plans, tailored investment strategies, and access to private investments, with a focus on multi-generational wealth management and family office services.
Recent Transactions involving Venturi Private Wealth
| Deal | Target | Platform | Buyer | Industry |
|---|---|---|---|---|
Altacrest Capital Announces the Acquisition of Big Dot of Happiness |
Big Dot of Happiness |
Altacrest CapitalVenturi Private WealthCrossFirst BankRoute 2 Capital Partners |
Party Supplies |
The Lower and Middle Market M&A Platform
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