Turning Rock Partners has invested $30 million in Silverleaf Wealth Management to support its growth and acquisition strategies in the evolving U.S. wealth management sector.

Information on the Target

Silverleaf Wealth Management, founded in 2009 by Justin Gibson, is an independent wealth advisory firm based in Omaha, Nebraska. The company offers a comprehensive range of financial services, including investment management, tax planning, and estate planning, through a network of experienced wealth advisors located throughout the United States. Silverleaf has built a solid reputation over its 15 years in business, characterized by consistent growth and a commitment to personalized client service.

As a founder-owned operation, Silverleaf focuses on fostering longstanding client relationships, allowing it to effectively address clients' diverse financial goals. The firm’s strong asset base and robust cash flow position it favorably for future expansion and service diversification.

Industry Overview in the Target's Specific Country

The financial services industry in the United States is undergoing continual transformation, with consolidation trends evident across various segments. Wealth management firms have increasingly faced competiti