Deals Of The Day: The Latest In Wealth Management M&A – Fortis, Next Horizon Advisors

Editorial Staff

15 April 2022

Fortis Capital Advisors
Fortis Capital Advisors, a registered investment advisor located in Kansas City, has bought Princeton, New Jersey-based Next Horizon Advisors, a business which was formed in 2014.

"The firm, founded by Shrikant "Shree" Nadkarni, has a deeply-rooted philosophy of comprehensive investment management, strong tax planning and building strong client-advisor relationships, which are all perfectly aligned with the values of Fortis Capital Advisors," Rob Hagg, Fortis Capital CEO, said.

Fortis said that with the completion of the $200-million transaction, Fortis Capital is “well positioned to follow through with the initial firm objective to continue to expand the national footprint and aggressively grow both the advisor and client base.”