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Coastline Wealth Management

In PWD coverage since August 21, 2026 · 3 stories
3Deals on our tracker
Deal recordFull tracker →
Aug 20, 26Deal closed — coverage
Aug 20, 26Deal announcedBrightwood Capital Advisors — coverage
Aug 20, 26Deal closed — coverage
PWD coverage
Features

Coastline's debt-funded dozen turns RIA M&A into a credit trade

A $100 million private credit facility with a senior claim on the client book shifts the RIA consolidation trade's endgame from the last deal to the first default.
M&A · Aug 21The two engines behind RIA dealmaking's 40% run
M&A · Aug 21Coastline turns to private credit for its next dozen deals
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