Private equity is playing an increasingly important role in the growth of wealth management firms. In a recent Barron’s article, Verdence Capital Advisors CEO Leo Kelly shared how the firm is using its strategic equity partnership to accelerate acquisitions, expand key platforms and invest in talent across the organization.
How can private capital help fuel the next stage of growth for a wealth management firm?
Verdence Capital Advisors CEO Leo Kelly recently spoke with Barron’s about how Verdence is putting capital to work across the business—from acquisitions and platform expansion to investing in talent.
For Verdence, the focus is on growth: expanding capabilities, bringing more talent into the organization and creating opportunities to grow organically.
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