AcquisitionFinancials · Canada

Wealth Management Platform

Co-investment alongside a US sponsor in a wealth management platform's recapitalization.

Use of Funds

Refinancing and acquisition financing

Structure

Senior secured bridge loan and preferred equity (co-investment)

The Story

FirePower co-invested alongside a US-based sponsor in the recapitalization of a wealth management platform. Funds were used to acquire additional AUM from other registered investment advisors as part of a roll-up strategy. Deal details remain confidential.

Roll-upCo-InvestmentRefinancing

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