![]() ![]() Recent control investments include TMS International, Lithko Contracting, KBP Investments, Mammoth Holdings, STV Inc, and Crown Healthcare Laundry Services. Notable businesses include Hyatt Hotels, Triton Container and the Marmon Group. For more than 60 years, TPO has overseen and guided the development of dozens of portfolio companies across a wide variety of industries, including manufacturing, logistics, life sciences, hospitality, healthcare and services. TPO looks for opportunities where it can create value for the family’s interests and those of its partners and colleagues over a significant time horizon. TPO is focused on partnering with exceptional leaders to create value across a wide range of industries. The Pritzker Organization (TPO) is the merchant bank for the business interests of the Tom Pritzker family. For more information, visit us at About The Pritzker Organization ![]() Louis, MO., Hendersonville, NC., Keene, Manchester and Portsmouth, NH., Paramus and Morristown, NJ., Albany and New York City, NY., Conshohocken, PA., Austin, Dallas and Houston, TX., McLean, Norfolk and Richmond, VA., Steward Partners Global Advisory, LLC, is an employee-owned, full-service independent partnership catering to family, institutional and multigenerational wealth. With offices in Fort Collins, CO., Newtown, CT., Washington, D.C., Clearwater, FL., Shreveport, LA., Andover and Boston, MA., Baltimore and Bethesda, MD., Portland, ME., St. LLC acted as exclusive financial advisor to Steward in connection with this transaction, and Goodwin Procter provided legal advice. The Pritzker Organization worked with its Advisory Partner Scott Roulston on the investment and received legal advice from Latham and Watkins. Steward also has been named to InvestmentNews and Washington Business Journal’s “Best Places to Work” lists. Steward currently has 170 Advisors in 27 offices managing $23 billion in client assets and ranked #24 on Barron’s list of Top RIAs in 2020. ![]() Steward Partners, founded just eight years ago, is one of the country’s fastest growing independent wealth management firms. “Steward Partners has an impressive management team, and we were particularly impressed with their ability to drive and manage their growth.” We selected Steward Partners because they align perfectly with our mission of finding great partners to grow and build businesses alongside,” said Jason Sussman, Principal, The Pritzker Organization. “The Pritzker Organization has been studying the wealth management industry for several years. The Pritzker Organization will be a great partner, and we look forward to a long and productive relationship with them.” “This additional capital will support our efforts to continue growing our network into additional markets. “Steward Partners has been realizing steady growth both organically and strategically over the last few years, as in our recent expansion to the west coast with the acquisition of Umpqua Investments,” states Hy Saporta, Steward Partners’ President. The Cynosure Group, a Salt Lake City-based private investment firm serving families and foundations, made a $50 million investment in Steward in March of 2019, and will remain fully invested. The Pritzker Organization’s investment is only the second time Steward Partners has accepted outside capital. The Pritzker Organization’s history over the past 60 years has led to investments in over 200 firms representing $30 billion in equity value. ![]()
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