Simpson Thacher is representing Aspire Holdings, a platform of Wealth Partners Capital Group (“WPCG”) and HGGC, in its equity investment in Crewe Advisors LLC (“Crewe”), a Utah-based registered investment adviser. The transaction is subject to customary closing conditions and is expected to close in June 2026. Financial and legal terms of the transaction will not be disclosed.
Crewe is a wealth management firm based in Salt Lake City, Utah with an additional office in Scottsdale, Ariz. Crewe had approximately $3.3 billion in assets under management as of June 2, 2026.
WPCG is a financial services holding company, which invests in and partners with select leading wealth management firms. WPCG supports its partners’ growth by providing capital, organic growth opportunities and strategic M&A expertise, identifying and evaluating wealth advisory practices for its partners to acquire and integrate.
HGGC is a values-driven, partnership-focused private investment firm. The Firm’s ecosystem of investors, operators, and professionals is united by the shared mission to develop leading enterprises and build long-term value together. HGGC invests in technology, business services, financial services, and consumer enterprises. The Firm is based in Palo Alto, CA and manages over $10 billion in assets under management (as of March 31, 2026).
The Simpson Thacher team includes Fred de Albuquerque, Marina Hernandez, Harry Marples and Corinna Kwok (M&A); Benjamin Rippeon and Ruoxi Zhang (Tax); Jared Wilner (Insurance); and Preston Miller (Antitrust).