Waverly Advisors Partners with SoundPath Investment Advisors to Expand Footprint in Southern US.
MANews-(C)2009-2023
US-based registered investment advisory Waverly Advisors, LLC has acquired Mississippi-based SoundPath Investment Advisors, LLC (formerly Madley & Brown) to expand footprint in the Southern US, the company said.
Financial and legal terms of the deal will not be disclosed.
This merger is Waverly's first partnership in Mississippi, with the firm now having offices in five states across the US.
This acquisition marks the eighth since Waverly accepted an equity investment in December 2021 from Wealth Partners Capital Group and HGGC's Aspire Holdings platform to support Waverly's ongoing M&A-focussed growth.
The acquisition of SoundPath...
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