Add-on
Long Arc-backed Robertson Stephens adds ALTIUS Financial
The Denver wealth advisory firm becomes Robertson Stephens' fourth Colorado office.
Long Arc-backed Robertson Stephens has added Denver-based ALTIUS Financial, expanding its Colorado presence to four offices. ALTIUS provides financial planning and investment management services to individuals and families.
Founder Michael Williams joins Robertson Stephens as a managing director and principal. Through the combination, ALTIUS clients will gain access to the buyer's broader wealth planning and investment resources while retaining their advisory relationships.
Deal facts
- Target
- ALTIUS Financial
- Business
- Financial planning and investment management firm
- Acquirer
- Robertson Stephens
- Backed by
- Long Arc Capital
- Deal type
- Add-on
- Headquarters
- Denver, Colorado
- Status
- Completed
- Announced
- Tuesday, November 3, 2026
Sources
- Robertson StephensNov 3, 2026
- Robertson Stephens Form ADVMar 31, 2026
- Long Arc Capital
Written by Buyout Desk from the sources above. Spotted an error? Email corrections@buyoutdesk.com.