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

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

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

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

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 ...

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

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

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 ...

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 ...