Hill Ward Henderson represented Cyndeo Wealth Partners in connection with a strategic minority investment by Rise Growth Partners and related transactions.
Cyndeo Wealth Partners is an independent registered investment advisor headquartered in St. Petersburg that provides investment advisory and financial planning services to individuals, families, corporate executives, professional athletes, and entrepreneurs. Rise's investment better positions Cyndeo to accelerate its strategic growth initiatives and continue expanding its advisory platform.
Rise Growth Partners is an Austin-based private equity firm focused on partnering with leading wealth management firms.
The Hill Ward Henderson deal team was led by corporate shareholder John Connery, with assistance from associates Ryan Divers and Gabby Strasser.
The deal team also included tax shareholder Prestin Weidner, executive compensation & employee benefits shareholder Kirsten Vignec, labor & employment shareholder Jeff Wilcox, real estate senior counsel Lisa Gilleland, and intellectual property & data privacy shareholder Stephen Kelly.