Park Sutton Advisors represents EP Wealth Advisors on its minority sale to Wealth Partners Capital Group

New York, NY – July 20, 2017 – Park Sutton Advisors, LLC (“Park Sutton Advisors”) is pleased to have served as financial advisor to EP Wealth Advisors, a fee-only investment advisory and financial planning firm with approximately $3 billion in assets under management, on its strategic partnership with Wealth Partners Capital Group (“WPCG”), a financial services aggregator based in West Palm Beach, Florida. Park Sutton Advisors jointly advised with Advice Dynamics Partners. Terms of the transaction were not disclosed and the management of EP Wealth Advisors will continue its daily operations.

“Wealth Advisors has built an outstanding organization with the rare ability to scale and still feel personal,” said Rich Gill, Managing Partner of WPCG. “EP [sic] is the model for what a wealth management firm needs to look like going forward: fee-only, dedicated operational, investment, financial planning, and compliance staff, and a complete focus on providing clients the best advice.”  The EP transaction solidifies WPCG’s position as a strategic financial services aggregator dedicated to investing in high-quality RIAs nationwide.

About Park Sutton Advisors

Park Sutton Advisors is a leading investment banking boutique specializing in the financial services industry. The senior team of Park Sutton Advisors share over 70 years of aggregate experience and have worked in many facets of the financial services industry, including investment banking, asset management and mutual funds, and funds evaluation. Advisory services encompass mergers and acquisitions, divestitures, strategic alliances, joint ventures, valuations, fairness opinions, succession planning, expert witness testimony, and other strategic consulting projects. Our clients consist of traditional and alternative asset managers, wealth managers, broker-dealers, fund administrators, and other related financial services businesses.

Recent transactions include advising Peapack-Gladstone Bank on its announced acquisition of Murphy Capital Management, Fifth Third Bank on its acquisition of The Retirement Corporation of America, Apex Capital Management on its $145 million sale to Fiera Capital, serving as the independent advisor for the benefit of the agent for a group of lenders to Keeley Asset Management, and advising Park Madison Partners on the sale of a minority interest to Paxion Capital.

For additional information, please visit www.parksuttonadvisors.com, or contact us.