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Home / transaction / Berkshire Global Advisors acted as financial advisor to Venturi Private Wealth
Berkshire Global Advisors acted as financial advisor to Venturi Private Wealth
  • has received a strategic investment from

    • Berkshire Global Advisors acted as financial advisor to Venturi Private Wealth

  • Date: November 2021
  • Sector: Wealth Management
  • Region: North America
  • Seller AUM: $2.1 Billion

    • Seller Details:
    Recently recognized as one of the fastest-growing companies in the region by the Austin Business Journal, Venturi Private Wealth delivers comprehensive wealth advisory, planning and investment management services to HNW and UHNW individuals, families and business owners. Based in Austin, Texas, with satellite offices in Oklahoma City, Venturi Private Wealth manages over $2.1 billion in client assets and has unique expertise in supporting first-generation wealth creators and other underserved UHNW and HNW clients.

    Buyer Details:
    Bravura Capital is the private investment vehicle of Kent Weldon, a 25-year veteran leader in the private equity space. Bravura Capital serves as a strategic partner to companies across industry sectors seeking to reach a new level of growth, founded and led by entrepreneurs with a compelling path for future success. The firm takes minority stakes in founder-led businesses, emphasizing alignment of vision, collaboration and a culture of integrity and character.

    Transaction Summary:
    As part of this investment, Bravura Capital will deliver strategic relationships, growth expertise and additional capital to the leadership team of Venturi Private Wealth.