Windsor Drake
Transaction · Wealthtech · 2026

Wealth Enhancement acquires The Kaminsky-Silverman Group of Shufro Rose

Wealth Enhancement acquired The Kaminsky-Silverman Group of Shufro Rose on July 2, 2026.

Target
The Kaminsky-Silverman Group of Shufro Rose
Acquirer
Wealth Enhancement
Announced
July 2, 2026
Sub-sector
Wealthtech

Transaction overview

  • Wealth Enhancement announced the acquisition of The Kaminsky-Silverman Group of Shufro Rose on July 2, 2026.

Strategic rationale

Wealth Enhancement acquires Kaminsky-Silverman Group with $554M AUM in consolidation play.

Deal terms & multiples

Deal value
Not disclosed
Target revenue
Not disclosed
Target EBITDA
Not disclosed
EV / Revenue
Not disclosed
EV / EBITDA
Not disclosed
Announcement
July 2, 2026
Acquirer
Wealth Enhancement (Strategic)
Sub-sector
Wealthtech

Sources

  • prnewswire.com /news-releases/wealth-enhancement-to-acquire-the-kaminsky-silverman-group-of-shufro-rose-with-over-554-million-in-client-assets-302816466.html

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