Procyon Partners, a registered investment advisory (RIA) firm known for delivering personalized and fiduciary-driven wealth management solutions, announced that alternative asset management platform Constellation Wealth Capital (CWC) has acquired a minority stake.
This strategic funding marks a new chapter of growth and opportunity for Procyon Partners, enabling it to scale operations, attract top-tier talent, and expand its geographic presence.
This minority investment from CWC represents a decisive vote of confidence in Procyon Partners’ differentiated model and future potential. And the capital and strategic resources provided by CWC will enable Procyon Partners to broaden its capabilities, enhance advisor resources, and open new offices in key markets across the country.
Procyon Partners will remain independently operated and committed to maintaining its entrepreneurial culture, fiduciary focus, and deep relationships with clients. It is further supported by its back-office partner, Dynasty Financial Partners. The partnership with CWC reflects a shared belief in the value of long-term collaboration and innovation in serving the next generation of investors.
Advisors: Houlihan Lokey served as the investment banking advisor to Procyon Partners for this deal. And Dynasty Investment Bank supported the management team of Procyon Partners on this deal.
KEY QUOTES:
“This is a transformative moment for our firm. CWC shares our commitment to client-first values, innovation, and long-term partnership. With their support, we’re positioned to accelerate our growth while continuing to deliver the exceptional, independent advice our clients have come to trust.”
Phil Fiore, Procyon Partners CEO and Co-Founder
“We are excited to support Procyon Partners’ vision and momentum. Their team has built a compelling, advisor-driven business with a clear growth trajectory. We look forward to partnering with them as they continue to redefine excellence in independent wealth management.”
Karl Heckenberg, President and Managing Partner at Constellation Wealth Capital
