Proximo Capital Supports Silverleaf Wealth Management’s Growth with $60M Acquisition Financing

Proximo Capital is proud to announce its support for Silverleaf Wealth Management’s ambitious growth strategy through a major acquisition deal. The $60M debt facility will accelerate Silverleaf’s expansion, allowing them to strengthen their position in the wealth management industry.

1. Silverleaf Wealth Management’s Rapid Growth
   • Silverleaf, a provider of personalized investment management and wealth planning services, has seen impressive growth under founder Justin Gibson.
   • Gibson’s leadership in acquiring smaller registered investment advisors (RIAs) has been key to Silverleaf’s success.
2. Proximo Capital’s Role in the Acquisition Strategy
   • Proximo Capital played a vital role in providing the necessary capital for Silverleaf’s expansion, securing a $60M debt facility.
   • This funding will enable Silverleaf to further accelerate its acquisition of wealth management firms and enhance its client offerings.
3. The Financing Deal
   • The $60M debt facility was finalized on February 14, 2025, marking a significant milestone in Silverleaf’s expansion.
   • The deal was managed by Madelyn Pulver, Associate at Proximo Capital, who worked closely with the team to ensure a smooth transaction.
4. Future Growth Prospects
   • With this capital infusion, Silverleaf is positioned to continue acquiring RIAs, integrating them into their portfolio, and expanding their ability to offer comprehensive financial planning services to clients.

Proximo Capital’s partnership with Silverleaf Wealth Management represents a strategic move in supporting the firm’s growth and acquisition strategy. With the additional financing, Silverleaf is set to further solidify its position in the wealth management industry and continue delivering exceptional financial planning services to its clients.