VestGen Wealth Partners has secured growth capital from Willow Tree Credit Partners to support its continued acquisition strategy and expansion in the independent wealth management market. The investment provides VestGen with additional institutional capital as it pursues further M&A and builds its advisor succession platform.
VestGen launched in late 2024 with 10 financial advisory firms collectively managing $5.3 billion in assets. The company subsequently added nine practices representing another $2.2 billion in client assets and expanded its leadership team during 2025.
Since launching approximately two years ago, VestGen has integrated 19 firms representing $7.5 billion in assets, primarily across the Midwest. The broader VestGen platform now oversees $8.5 billion in assets.
The firm has built its strategy around helping financial advisors manage succession while providing continuity for clients across generations. VestGen also supports next-generation advisory teams through succession planning and professional development programs.
VestGen has continued expanding its capabilities beyond traditional wealth management. The company recently added VestGen Retirement Services, which is intended to serve as the foundation for a broader integrated offering for retirement plan sponsors and participants. Its overall platform combines financial planning, tax, wealth management, insurance, and legal services.
Willow Tree Credit Partners is a private credit investment firm focused on providing senior secured, floating-rate loans and other customized capital solutions to financial sponsor-backed and family-owned middle-market businesses. The firm targets companies with approximately $5 million to $75 million of EBITDA.
Support: Raymond James & Associates served as financial advisor to VestGen. White & Case served as legal counsel to Willow Tree Credit Partners, while Benesch Friedlander Coplan & Aronoff advised VestGen.
KEY QUOTES:
“After launching only two years ago and successfully integrating 19 firms representing $7.5 billion in assets primarily in the Midwest, access to institutional capital will allow us to continue our aggressive growth strategy. Willow Tree is the right partner to help us fulfill our vision and continue our momentum in the quickly consolidating and evolving independent wealth management space. We have achieved tremendous success in a short time and look forward to even greater things in the near-term that will set us up for long-term success.”
Jason Hanavan, CEO Of VestGen Wealth Partners
“We are excited to partner with Jason and the VestGen team. They have built a scaled platform and shown a disciplined ability to source, close and integrate high-quality firms. We are pleased to provide flexible capital to support their acquisition strategy and look forward to a long-term partnership.”
Tim Lower, Founder And CEO Of Willow Tree Credit Partners
