Metz Lewis is pleased to have represented Confluence Financial Partners in connection with its strategic partnership with Constellation Wealth Capital, an alternative asset management platform dedicated to the wealth management industry.
Through the partnership, Constellation Wealth Capital made a minority investment in Confluence, providing additional capital and strategic resources to support the firm’s long-term growth and continued investment in its clients, advisors, and associates. Confluence will continue to be led and controlled by its existing leadership team.
Confluence is a Pittsburgh-based independent wealth management firm providing comprehensive financial planning and investment management services to individuals, families, businesses, and institutions.
The Metz Lewis Corporate Group advised Confluence throughout the transaction, including structuring, due diligence, and negotiation of the transaction documents.
Metz Lewis congratulates Confluence Financial Partners, Constellation Wealth Capital, and everyone involved in this successful partnership.
