Dynasty Investment Bank Served as Exclusive Sell-Side Advisor to Cyndeo Wealth Partners

ST. PETERSBURG, Fla.--(BUSINESS WIRE)--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.

Dynasty Investment Bank conducted a comprehensive sell-side process, engaging with multiple prospective capital partners and generating significant interest from institutional investors, before Cyndeo selected Rise as its preferred strategic partner.

Headquartered in Florida with offices in St. Petersburg and Lake Mary and a growing presence across the Southeast, Cyndeo provides comprehensive wealth management services to high-net-worth individuals and families with complex financial needs, including entrepreneurs, corporate executives, and professional athletes.

“Our partnership with Dynasty is helping us achieve our vision for Cyndeo, ” said Matt Kilgroe, Cyndeo’s President and Chief Executive Officer. “Their investment banking team did a great job guiding us through an extensive process, and we couldn’t be happier with our new growth partner Rise.”

Rise's investment further strengthens Cyndeo’s balance sheet, which will help accelerate the advisor talent pipeline, and enable further investment in its management team and internal resources. For Cyndeo's clients, this transaction further validates the premier reputation and strength of the platform.

“We’re proud to support Cyndeo in reaching this critical next step in its evolution,” said Sam Anderson, Dynasty’s Chief Capital Officer and Co-Head of Dynasty Investment Bank. “This milestone supports Cyndeo’s continued focus on delivering exceptional service to its clients, as well as putting the firm in a strong financial position to accelerate its already impressive growth trajectory.”

In 2025, Dynasty Investment Bank was the #1 investment bank serving the independent RIA industry completing 15 transactions in 2025 across a range of sell-side, buy-side, recruitment, strategic advisory, and capital transactions, representing $162 billion of assets under management.

Hill Ward Henderson served as legal counsel to Cyndeo and Kilpatrick Townsend & Stockton LLP served as Rise's legal counsel on the transaction.

All publicly announced transactions involving the acquisition of an independent advisory firm were reviewed for inclusion, along with deals in which Dynasty invested through one of its capital programs. The ranking covers the period from January 1, 2025 through December 31, 2025, and excludes large-cap banks.

About Cyndeo Wealth Partners

Cyndeo Wealth Partners is an independent registered advisor, offering financial expertise, relevant experience and a genuine empathy for helping families and individuals simplify their wealth-related decision-making. Their objective is to empower each client to maximize life’s impact throughout every transition they experience. Whether it’s retirement, business succession, education financing, wealth transfer, estate planning or any other milestone, they can construct comprehensive planning solutions that anticipate your needs and can evolve over time. For more information, please visit cyndeowp.com.

About Dynasty Investment Bank

Dynasty Investment Bank is a leading investment bank dedicated to serving the asset and wealth management industry and is provided through Dynasty Securities, LLC, a broker-dealer, member FINRA/SIPC. Our firm specializes in buy-and sell-side M&A, succession planning strategies, strategic advisory services, valuations, and providing flexible capital solutions to help firms achieve their strategic objectives. As an affiliate of Dynasty Financial Partners, a premier wealth management technology middle and back-office service provider to over $100 billion in assets under administration across the US, our investment banking team leverages the synthetic scale to provide our clients with unique market perspectives and deliver high quality execution.

For more information, please visit www.dynastyinvestmentbank.com

About Dynasty Securities

Dynasty Financial Partners is a U.S. registered trademark of Dynasty Financial Partners, LLC (“Dynasty”). Dynasty is a brand name and conducts its securities‑related business through its wholly owned subsidiary, Dynasty Securities LLC (“Dynasty Securities”), a U.S. registered broker‑dealer and member of FINRA and SIPC. All securities transactions are effected through Dynasty Securities LLC. Dynasty Securities does not hold customer securities or customer funds.

About Dynasty

Dynasty Financial Partners is a premier provider of integrated technology-enabled wealth management solutions and business services for financial advisory firms, primarily serving high net worth and ultra-high net worth clients in the independent wealth management space. Dynasty offers a comprehensive platform of software and technology tools, business services, and holistic investment management capabilities through an open-architecture platform, delivered via a suite of proprietary and third-party technologies. Dynasty’s technology, tools, and services provide advisory firms with the supported independence to launch their business, scale their operations, and grow their firms—both organically and inorganically—while allowing them to focus on and better serve their clients.

For more than 15 years, Dynasty has championed the benefits of independent wealth management for high net worth and ultra-high net worth clients and their advisors, contributing to the movement of assets from traditional brokerage channels to independent wealth management channels. As Dynasty continues to establish itself as an industry leader, it has developed competitive strengths, including a deep understanding of and strong relationships with its clients, a comprehensive offering of services and technology-enabled solutions, the ability to leverage its size and breadth to invest, the flexibility and seamlessness enabled by a modular technology solution, and an entrepreneurial culture led by an experienced and committed management team. Dynasty is committed to growing its business by facilitating existing advisory firm clients’ growth, onboarding new clients, increasing clients’ use of its broader capabilities, launching additional solutions, and facilitating complementary acquisitions. Dynasty believes the independent movement, the separation of where advice is given from where products are manufactured and sold, is still in the very early innings. Dynasty sits at the intersection of the new Triangulation of Wealth model helping to connect independent advice with safe and strong custody solutions that when matched with top tier product execution represents the future of the wealth management that was once just reserved for family office levels of wealth. Dynasty’s award winning technology and desktop operating system allows Dynasty’s business owner RIA clients to service their clients, manage their business, and oversee their investments all in one seamless location that frees them up to spend more time with clients and grow their business.

For more information, please visit www.dynastyfinancialpartners.com.

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