Seward & Kissel represents Spire Investment Partners in connection with its acquisition by Concurrent Investment Advisors
On October 1, 2026, Concurrent Investment Advisors, LLC announced it had acquired Spire Investment Partners. Founded in 1997 and headquartered in McLean, Virginia, Spire is a hybrid RIA with more than 30 advisor teams and approximately $5.4 billion in total assets across its business lines. With the deal, Concurrent reaches $28.6 billion in assets under management and also has $18 billion of retirement plan assets under advisement. Seward & Kissel is pleased to have represented Spire in this wealth management industry transaction.
Read the announcement describing the transaction.