Private equity's roll-up playbook faces $8B test

semafor.com/article/06/12/2025/edelman-financial-engines-wealth-manager-is-looking-for-a-buyer

The Scoop
One of private equity’s favorite playbooks is about to get tested.
Hellman & Friedman and Warburg Pincus are seeking a buyer for Edelman Financial Engines, a network of financial advisors they built by acquiring small teams and solo operators. The $8 billion asking price,…

This story appeared on semafor.com, 2025-06-12 15:45:00.
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