Goodwin’s Asset Management Transactions team advised on two strategic transactions: Bridgeworth Wealth Management in its sale to Savant Wealth Management, and Performance Equity Management in its sale of a strategic stake to Sagard.
Bridgeworth Wealth Management is an Alabama-based wealth management firm with approximately $2.2 billion in assets under management.
Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years.
Performance Equity Management is a global, multi-product, private equity investment firm.
Sagard is a multi-strategy alternative asset management firm with over $15 billion in assets under management, 125 portfolio companies, and 350 professionals.
The Goodwin team advising Bridgeworth Wealth Management was led by Ranan Well. For more details on the transaction, read the press release.
The Goodwin team advising Performance Equity Management was led by Tom LaFond. For more details on the transaction, read the press release.
Goodwin’s Asset Management Transactions group is dedicated to advising all different types of industry participants in the full range of asset management and wealth management transactions.