Rise Growth Partners 购买了 Krilogy 的少数股权,以通过并购推动中西部的扩张和继任。
Rise Growth Partners buys minority stake in Krilogy to fuel Midwest expansion and succession via M&A.
2025年10月22日,Rise Growth Partners收购了位于圣路易斯的Krilogy的少数股权,该公司是一家拥有40亿美元资产的注册投资顾问,以支持其中西部扩张和以并购为导向的继任战略.
On October 22, 2025, Rise Growth Partners acquired a minority stake in St. Louis-based Krilogy, a registered investment advisor with $4 billion in assets, to support its Midwest expansion and M&A-driven succession strategy.
该公司于2009年由肯特·斯科尔尼亚创立,通过21次收购退休顾问而发展壮大,目标是到2026年达到50亿美元的资产。
The firm, founded in 2009 by Kent Skornia, has grown through 21 acquisitions of retiring advisors and aims to reach $5 billion in assets by 2026.
与此同时,财务规划协会将丹尼斯·摩尔命名为其永久首席执行官,接替帕特里克·马霍尼,他于2025年初因长期患病去世。
Meanwhile, the Financial Planning Association named Dennis Moore its permanent CEO, succeeding Patrick Mahoney, who died in early 2025 after a long illness.
Moore以前担任过临时首席执行官和首席执行官,为发挥这一作用带来了广泛的领导经验和学术背景。
Moore, who previously served as interim CEO and COO, brings extensive leadership experience and academic background to the role.