Transaction · Wealthtech · 2026

wealth management firm dedicated to enriching clients' lives, announced it acquires the Kaminsky-Silverman Group of

wealth management firm dedicated to enriching clients' lives, announced it acquired the Kaminsky-Silverman Group of for $554M on July 2, 2026.

Target
the Kaminsky-Silverman Group of
Acquirer
wealth management firm dedicated to enriching clients' lives, announced it
Deal value
$554M
Announced
July 2, 2026
Sub-sector
Wealthtech

Transaction overview

  • wealth management firm dedicated to enriching clients' lives, announced it announced the acquisition of the Kaminsky-Silverman Group of on July 2, 2026 for $554M.
  • The deal is expected to close pending customary conditions.

Strategic rationale

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

Deal terms & multiples

Deal value
$554M
Target revenue
Not disclosed
Target EBITDA
Not disclosed
EV / Revenue
Not disclosed
EV / EBITDA
Not disclosed
Announcement
July 2, 2026
Sub-sector
Wealthtech

Frequently asked questions

How much did wealth management firm dedicated to enriching clients' lives, announced it pay for the Kaminsky-Silverman Group of?

wealth management firm dedicated to enriching clients' lives, announced it acquired the Kaminsky-Silverman Group of for $554M, announced on July 2, 2026.

When did wealth management firm dedicated to enriching clients' lives, announced it announce the acquisition of the Kaminsky-Silverman Group of?

wealth management firm dedicated to enriching clients' lives, announced it announced the acquisition of the Kaminsky-Silverman Group of on July 2, 2026.

What sub-sector is the Kaminsky-Silverman Group of in?

the Kaminsky-Silverman Group of is tracked in the Wealthtech sub-sector.

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