Private Equity
Featured in this week’s deal roundup: OneDigital, Carson Wealth, SteelPeak Advisors and affiliates of Kestra PWS and Focus Financial. : OneDigital Investment Advisors, the RIA arm of “tech-enabled” insurance, talent and financial advisory firm OneDigital, added a 44-person team managing about $1.3 billion for 2,000 households. With 30 locations in nine states—California, Arizona, Utah, Colorado, Oklahoma, Texas, Ohio, Tennessee and Florida—WealthSource Partners is led by CEO Bryan Sullivan, Chief Financial Officer Eric Patton and Chief Business Development Officer Jon Dubravac. The trio came together in 2015 when Sullivan merged his planning-focused practice with Patton and Dubravac’s “state-of-the-art” technology stack.