Founder, Jim DeCota, assembled an impressive team with $1.8bn of AUM in just six years and was looking for an entrepreneurial partner where he and his team of 13 young advisors could participate in the growth of a combined organization. They found that in Choreo, who, at $12bn AUM had recently spun out from RSM with the help of Parthenon Capital earlier that year. Enso was able to get in on the ground floor of Choreo's growth story and help shape the future of the firm. 

Founder, Jim Tonrey, worked closely with his team of three (including his wife, Dana) since the firm's founding in 2004. Together they managed $575 million of AUM, acting as financial quarterback for their clients that had become family. Dakota, the third startup of industry veteran Peter Raimondi, had $2.7bn under management and offered a home for Stillwater's employees and clients that felt like an extension of the culture they valued so highly. 

Mitch Caplan, founder of his eponymous $350 million AUM wealth management company, found a home for his five employees and 175 clients at $5.6bn AUM Miracle Mile Advisors. Miracle Mile has plans to assist Mitch in finding a successor and transitioning clients over time as Mitch begins to slow down. Bruce Milam, CEO of Miracle Mile, and Mitch found friendship in addition to partnership through the transaction process. 

A shared interest in DFA strategies helped to solidify ClearLogic CEO, Mark Atherton's, conviction that Apella was the right fit for his $464 million AUM firm. Mark will continue to lead his team in Reston, VA with the back and middle office support of Apella's larger chassis. 

Storied institutional manager, Meeder Investment Management, was interested in finding a home for its $400 million AUM wealth management practice to provide more holistic services to its client base. Summit Financial is able to provide advanced planning, estate and tax planning, as well as best-in-class technology to the advisors and the clients they serve.

BRG's founders, both in their 40's, had an existing relationship with Carson and were interested in taking full advantage of all that Carson has to offer. With $300 million AUM, BRG is poised to be the New England hub for the growing $30bn Bain-backed firm. 

Many of Founder, David Twibell's, client relationships predated his founding of CPG in 2011. His interest in finding a partner for his $200 million AUM firm while in his 50's lay in providing an elevated experience to his clients and long-term employees. At 10x his size and located in nearby Denver, Transform Wealth, backed by Focus Financial, offers this in droves while also providing an entrepreneurial and collaborative culture.

Keeping the client experience consistent and maintaining operational autonomy was of great importance to Chuck Hyman, founder of the $2.3 billion AUM firm that serves high- and ultra-high net worth clients. Hightower strikes the perfect balance of technological and compliance support while allowing the company to continue to thrive from an operational and client service standpoint.