CityWire’s “Why PE Shop CIVC Partners Spent 10 Years Looking for an RIA Deal”
CIVC Partners spent a decade searching for the right RIA, ultimately emphasizing the importance of cultural fit, strategic alignment, and long-term potential in the wealth management space.
“Rarely do you see, at least from our experience, an RIA of this size [with] a really exceptional and broad and deep management team with operations, compliance, technology, CIO, and a team that has a proven track record of attracting new advisors from a recruiting standpoint, but then also very successful at doing liftouts and other RIA acquisitions. That’s what got us super excited.”
— CIVC Partner Marc McManus