Recent Wealth Management Acquisitions in Rhode Island
Acquisition Volume in Wealth Management in Rhode Island by Year
Last 5 years
Actual
Full-year estimate
-
April 17, 2025
- Buyer
- Bradley, Foster & Sargent
- Target
- Napatree Capital
- Industry
- Wealth Management
- Location
- Rhode Island, United States
- Type
- Buyout
Bradley, Foster & Sargent (BFS) has completed a merger with Napatree Capital, bringing Napatree’s approximately $350 million in assets under management into BFS’s platform (BFS manages roughly $8 billion AUM). The Napatree team will join BFS and retain offices in Westerly, Rhode Island and Longmeadow, Massachusetts as BFS expands its presence and advisory capabilities in Southern New England.
Track M&A activity that matters to you
Get real-time deal alerts, build buyer lists with AI, and access our full acquisition database. Start your free trial today.