The acquisition of the Boston-based registered investment advisory firm will be a significant expansion of Osaic’s fee-only ...

The acquired company is a registered investment advisor based in Boston, with $13.5bn in fee-only client assets under ...

Osaic, Inc. ("Osaic"), one of the nation’s largest providers of wealth management solutions and a portfolio company of ...

The deal for the Audax-backed RIA based in Boston gives Osaic a strategic foothold to attract more advisors and clients ...

The deal marks the purchase of one private equity-owned firm by a much larger one with majority private equity backing.

Audax Private Equity has agreed to sell CW Advisors, LLC, a Boston-based registered investment advisor, to Osaic Inc, a ...

CW Advisors serves high net worth and ultra-high net worth clients through its core wealth management and family office platform, with 140 professionals across 17 offices. The acquisition of CW ...

Audax Private Equity (“Audax” or “the firm”), a capital partner for middle and lower middle market companies, announced today it has agreed to the sale of CW Advisors, LLC (“CWA”), a ...

Osaic, the consolidated wealth management giant that emerged from a network of broker-dealers, is making a major acquisition, buying CW Advisors, a Boston-based registered investment advisory firm ...

Osaic Inc., the big broker-dealer network owned by Reverence Capital Partners, announced the acquisition of Boston-based fee-only advisor CW Advisors LLC, with $13.5 billion in assets under management ...