MarshBerry Advises Walden Wealth Partners, LLC In Acquisition By Wealthspire Advisors
Woodmere, OH, May 31, 2024 – MarshBerry, a leading investment banking and consulting firm serving the insurance distribution and wealth management industries, is pleased to have represented Walden Wealth Partners, LLC (Walden) on their sale to Wealthspire Advisors, an NFP company.
Walden Wealth Partners, based in Beachwood, OH, brings expertise in sophisticated financial advisory and investment management services tailored for individuals and families of wealth, including full-service financial planning and fiduciary consulting for retirement plan sponsors, trustees, and charitable entities. Founded in 2015, the female owned, led and operated firm has consistently aimed to deliver personalized, white-glove services, prioritizing clients’ holistic well-being and financial legacies. The deal brings approximately $420 million in assets under management to Wealthspire and expands the firm’s growing presence in the Midwest by adding a location in the Cleveland metro area.
“We are thrilled to have advised Walden in their acquisition by Wealthspire Advisors. This strategic move underscores our commitment to facilitating transformative transactions that drive growth and value for our clients,” said Phil Trem, MarshBerry President – Financial Advisory. “Walden’s decision to join forces with Wealthspire Advisors is a testament to the strength of both firms and their shared vision for the future. We are proud to have played a role in this successful transaction and look forward to seeing the continued success of the combined entity.”
Terms of the transaction were not disclosed.
Leveraging a focused and well–defined process, MarshBerry’s team of investment bankers understand the complexities of the wealth market and how to properly position firms to realize value. With extensive experience in both organic and inorganic growth strategies, clients turn to MarshBerry for strategic advisory, growth acceleration consulting, M&A transactions including liquidity transactions, acquisition transactions, business continuity/perpetuation transactions, and more.
MarshBerry – Helping Clients Learn, Improve & Realize Value
Founded in 1981, MarshBerry is a global leader in financial advisory and consulting services serving the insurance brokerage and wealth management industries to help clients grow and advance their business strategies. With locations across North America and Europe, MarshBerry market sector expertise includes property and casualty agents & brokers, employee benefit firms and specialty distributors, partners in insurtech, capital markets, and insurance carriers, as well as registered investment advisors, retirement planning and life insurance firms. Clients choose MarshBerry as their trusted advisor for every stage of ownership to help them build, enhance and sustain value through Financial Advisory solutions (Investment Banking; Merger & Acquisition Advisory, Debt & Capital Raising, Business Consulting), Growth Advisory solutions (Organic Growth, Aggregation, Leadership, Sales & Talent Solutions) and Market Intelligence and Performance Benchmarking. Learn more at www.MarshBerry.com.
About Walden Wealth Partners, LLC
Walden Wealth Partners is a women-owned, fiduciary wealth management firm serving families across the generations. Inspired by Henry David Thoreau who said, “Wealth is the ability to fully experience life”, our highest aspiration is to help each client design and enjoy their best possible life and legacy. We are thinking partners, strategists, coaches and advocates. Clients can expect a commitment to integrity, meaningful conversations and a unique personal financial roadmap. Learn more at https://www.waldenwealth.com/.
Investment banking services offered in the USA through MarshBerry Capital, LLC, Member FINRA and SIPC, and an affiliate of Marsh, Berry & Company, LLC, 28601 Chagrin Blvd, Suite 400, Woodmere, OH 44122 (440) 354-3230.
