GCG Advisory Partners, the parent company of GCG Wealth Management, has acquired Gateway Capital Advisors, a St. Louis, Missouri-based wealth management firm with $400 million under management and organic growth multiples exceeding industry averages. Financial terms of the transaction were not disclosed. Gateway Capital Advisors Managing Partners Dustin Ward, Shaun Griese, and Joseph Sigman will join GCG as Operating and Equity Partners.
Founded with a high-energy, growth-oriented approach, Gateway Capital Advisors has built its practice around a macro-economic driven investment process tailored to business-owner clients, balancing growth potential with risk reduction for clients’ current or future income needs. The firm’s high-touch client engagement strategy, including in-person educational seminars held monthly, has driven above-average organic growth and strong client retention. Gateway Capital Advisors will keep its brand and current team following the transaction.
Through the partnership, Gateway’s team will gain access to GCG’s technology platform, operational support, marketing resources, succession planning strategies, and capital to support continued growth. The deal reflects GCG’s culture-first acquisition model, which targets mid-career advisors seeking liquidity and succession planning while continuing to grow their businesses through the firm’s Monetize and Grow platform.
GCG Advisory Partners operates 13 office locations throughout the Southeast and Midwest and is backed by BharCap Partners, a private investment firm focused on the financial services sector. The firm operates within the Osaic ecosystem, which provides infrastructure allowing like-minded advisors to connect and collaborate.
Support:
Holland & Knight served as legal counsel to GCG Advisory Partners.
KEY QUOTES:
“We are thrilled to welcome Dustin, Shaun and Joe as partners of GCG. They have built Gateway Capital Advisors into an outstanding practice over the past decade, as demonstrated by the caliber of their client relationships, the depth of their expertise, and the team-oriented culture they’ve built. GCG was built on the belief that we’re not trying to be all things to all advisors; we’re focused on being the right platform for the right partners.”
Joel Burris, CEO and Managing Partner, GCG Advisory Partners
“From the moment we met Dustin, Shaun and Joe, the cultural alignment was immediately apparent and undeniable. Their energy, pace, and conviction about where their business is going all mirror how we think about GCG. Gateway Capital’s team showed us that they are thinking like true partners and entrepreneurs, with a thoughtful approach to their company’s lifecycle and a deep understanding of the benefits that our partnership will bring to their clients.”
Joey Hagner, Chief Growth Officer, GCG Advisory Partners
“This is a unique opportunity to play a meaningful role in shaping the long-term growth and success of our platform. We manage risk while growing and protecting capital. This transaction will allow us to broaden our footprint without sacrificing the personal, high-touch engagement strategy that powered our client retention and asset growth from the start.”
Dustin Ward, Shaun Griese and Joseph Sigman, Managing Partners, Gateway Capital Advisors
