Delivered Fairness Opinion to The Cynosure Group

The Portage Point Valuations team delivered a fairness opinion to Cynosure Partners (Cynosure), The Cynosure Group’s direct investments business, in connection with the closing of a single-asset continuation vehicle (Continuation Vehicle) for Savant Capital Holdings, LLC (Savant Wealth Management or Savant).

The Cynosure Group is a diversified investment firm that supports institutions, family offices, foundations, endowments and like-minded investors seeking to build wealth and maximize impact. With offices in Salt Lake City and New York City, Cynosure Partners targets partnerships with founders and management-owners of North American-based, profitable middle market companies who retain meaningful ownership stakes post-close. By investing throughout the capital structure, making minority as well as control investments and by providing long-term and follow-on capital, Cynosure offers a differentiated capital solution to limited partners and founder-management owners in the financial services, industrials and consumer sectors.

Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for nearly 40 years. As a trusted advisor, Savant offers investment management, financial planning, retirement plans and family office services to financially established individuals and institutions. Savant Wealth Management also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting, and estate planning document preparation and other legal services through its affiliated law firm, Savant Legal LLP.

Ten years after Cynosure’s initial investment in Savant Wealth Management, the Continuation Vehicle provides a liquidity option to Cynosure’s original limited partners.

Learn more about our valuation advisory capabilities.