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Berkshire Global Advisors acted as financial advisor to 6 Meridian
  • has received a strategic investment from
  • Berkshire Global Advisors acted as financial advisor to 6 Meridian

  • Date: December 2021
  • Sector: Wealth Management
  • Region: North America
  • Seller AUM: $1.8 Billion
  • Seller Details:
    Founded in 2015, 6 Meridian is a wealth management firm based in Wichita, Kansas that provides independent, fiduciary-based wealth management services to corporate executives, entrepreneurs and other high net worth individuals and families. 6 Meridian has 24 employees, including 11 advisors.

    Buyer Details:
    Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Based in Chicago with advisors across the U.S., Hightower offers its 121 advisory businesses in 34 states and the District of Columbia a range of services designed to catalyze and accelerate growth.

    Transaction Summary:
    This strategic investment will provide 6 Meridian with resources for business acceleration, talent development and operational infrastructure to continue their strong, steady growth.