Robinson, Tigue, Sponcil Private Wealth Management Asset Profile

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Location

Phoenix AZ US

Primary Industry

Financial Services

About

Based in Arizona, US, Robinson, Tigue, Sponcil (RTS) Private Wealth Management, is a company that operates as a provider of financial management services. The company was acquired in December 2021 by Mariner Wealth Advisors, LLC, a portfolio company of Leonard Green & Partners. The company as of December 2021 is led by David Robinson (founder and CEO) and Keith Tigue (President). RTS is a registered investment advisor (RIA) regulated by the SEC, practicing fiduciary wealth management. The firm offers investment consulting, advanced planning and portfolio management, relationship management, and personalized solutions to clients, emphasizing on quality investments, diversification, and minimizing risk and expenses. The company as of December 2021, has more than 280 clients with USD 393 million in assets under advisement (AUA). The December 2021 acquisition will support RTS to accelerate its growth and expand its financial planning capabilities, including rolling out offerings in trust services, in-house estate, and tax planning, expanding investment services, and launching corporate retirement solutions with Mariner's strong resources.

Current Investors

Leonard Green & Partners, Mariner Wealth Advisors, LLC

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Primary Industry

Financial Services

Sub Industries

Consulting Services, Financial Services

Company Stage

Add-on

Total Amount Raised

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Deals

Deals Type
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Deal Status	Target (s)	Deal Date	Investor(s)	Seller(s)	Deal size (Mn)	Enterprise value (Mn)	Post-money valuation (Mn)	EBITDA multiple (x)	Revenue multiple (x)	Lead partner (s)
Completed	Robinson, Tigue, Sponcil Private Wealth Management	01 Dec 2021

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