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Waverly Advisors acquires InVista Advisors

PRIVATEJul 28, 2026•12 days ago

Acquiring Company

Waverly Advisors

Acquired Company

InVista Advisors

MontgomeryFinancial ServicesFinanceFinancial ServicesFinanceLending

Description

Waverly Advisors has completed the acquisition of InVista Advisors. The deal enhances Waverly's investment management services with InVista's wealth management capabilities. InVista, based in Montgomery, Alabama, has approximately $332 million in assets under management. This acquisition supports Waverly's growth strategy in the wealth management sector.

Company Information

Company

Waverly Advisors

About

Waverly is a fee-only registered investment adviser that serves the investment management and wealth planning needs of a diverse group of clients, including high-net-worth individuals and families, corporate retirement plans, trusts, endowments and institutions. After the conversion of assets from SWM, Waverly expects to have in excess of $5.6 billion in assets under management. Waverly offers collaborative investment, tax, estate and financial planning services. Founded in 1999 in Birmingham, Alabama, the company currently has eight offices across the Southeast and a team of over 70 professionals who hold many of the industry’s most prestigious credentials. For more information, please visit www.waverly-advisors.com.

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Strategic

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M&A Insights

Based on deal data
Integration timeline
70% of M&A integrations take 12-24 months to complete
Tech stack consolidation
83% of merged companies consolidate technology vendors within first year
Post-acquisition investment
Companies increase IT spending by 23% on average after acquisitions
Success factor
M&A deals with strong technology integration plans are 2.5x more likely to succeed

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