You know that feeling when something just clicks? That’s how it is with Bleakley. When we teamed up, they were already a successful, distinguished wealth advisory and financial planning firm with a long track record of continuous growth and client-centric operations. With our investment, Bleakley was empowered to expand its M&A game, launch an equity ownership program to its advisors, and provide them with greater flexibility and a broader set of resources to positively impact the financial lives of their clients. For us, there’s nothing more satisfying than taking a journey with someone you like and seeing their vision come true.