Dynasty Investment Bank Served as Exclusive Sell-Side Advisor to Cyndeo Wealth Partners
Dynasty Investment Bank, the investment banking division of Dynasty Financial Partners, LLC (“Dynasty”), served as the exclusive financial advisor to Cyndeo Wealth Partners (“Cyndeo”) in connection with its strategic minority recapitalization. Cyndeo, a Florida-based independent registered investment advisor (RIA) with approximately $3.1 billion in assets under management (AUM), has secured a minority equity investment from Rise Growth Partners (“Rise”), a leading growth equity firm dedicated to partnering with exceptional independent advisory businesses. Terms of the transaction were not disclosed.
