Add-on
Lido Advisors reportedly acquires Los Angeles tax firm Weiss Advisory
Weiss Advisory is a Los Angeles tax advisory firm. Citywire reports that its acquirer, Lido Advisors, is backed by HPS, Charlesbank and Constellation Wealth Capital.
Lido Advisors has acquired Weiss Advisory, a tax firm based in Los Angeles, according to Citywire.
Lido Advisors is backed by credit manager HPS Investment Partners, private equity firm Charlesbank Capital Partners and RIA minority investor Constellation Wealth Capital.
Deal facts
- Target
- Weiss Advisory
- Business
- Los Angeles-based tax advisory firm
- Acquirer
- Lido Advisors
- Backed by
- Charlesbank Capital Partners
- Deal type
- Add-on
- Headquarters
- Los Angeles, CA
- Announced
- Monday, November 2, 2026
Sources
- CitywireNov 2, 2026
Written by Buyout Desk from the sources above. Spotted an error? Email corrections@buyoutdesk.com.