In the fast-paced world of mergers and acquisitions (M&A), success hinges on strategic foresight, meticulous execution, and a deep understanding of the unique needs of all parties involved. Surfside Capital Advisors, under the leadership of Managing Partner JC, recently demonstrated its expertise in navigating complex transactions by playing a key role in the acquisition of Fernwood Investment Management by CW Advisors (CWA). This landmark deal not only highlights Surfside’s ability to deliver tailored M&A advisory services but also underscores its commitment to securing long-term growth for its clients and their stakeholders.

A Strategic Partnership That Delivers Value

The acquisition of Fernwood Investment Management by CW Advisors represents a significant milestone for both firms. Fernwood, a Quincy, Massachusetts-based firm specializing in financial planning and investment management for high-net-worth clients, has joined forces with CWA, a Boston-headquartered registered investment advisor (RIA) with a national presence. The deal was closed in January 2025.

Surfside Capital Advisors was instrumental in guiding Fernwood through every stage of the transaction. From strategic deal structuring to ensuring a seamless integration, Surfside’s team worked tirelessly to align the interests of both firms. The result is a partnership that enhances the capabilities of both organizations while preserving the personalized, high-touch service that Fernwood’s clients have come to trust.

Why This Acquisition Matters

For Fernwood’s clients, the acquisition by CWA opens the door to a wealth of new resources and opportunities. CWA’s extensive platform, which includes $11 billion in assets under management and a network of 14 offices across the country, provides Fernwood’s team with the tools and infrastructure needed to deliver even greater value to their clients. At the same time, Fernwood’s clients can rest assured that the personalized attention and premium service they’ve always relied on will remain unchanged.

As Scott Dell’Orfano, Chief Executive Officer of CWA, noted, “We are excited to welcome the Aspire and Fernwood teams and their clients to CWA. Their exceptional services and high-touch approach with clients make them ideal additions to our firm.”

For Fernwood Founder Thomas Reilly, the acquisition represents an exciting new chapter. “By joining CWA, we are able to continue to work closely with our clients to help achieve their goals while benefitting from the larger organization and resources CWA provides,” he said.

Surfside Capital Advisors Drives Successful Transactions

At Surfside Capital Advisors, the Fernwood-CWA deal is a testament to the firm’s ability to navigate complex transactions and deliver results that drive long-term growth. Managing Partner JC and his team pride themselves on their hands-on approach, ensuring that every aspect of a deal is carefully considered and executed.

“We’re proud to have played a key role in Fernwood Investment Management’s acquisition by CW Advisors,” said JC. “This partnership brought two great firms together, enhancing both firms’ capabilities and securing a bright future for their teams and clients.”

Surfside’s expertise extends beyond deal-making. The firm is committed to building lasting relationships with its clients, understanding their unique needs, and providing strategic guidance that helps them achieve their goals. Whether it’s structuring a deal, navigating regulatory complexities, or ensuring a smooth integration, Surfside’s team is dedicated to delivering value at every step.

Looking Ahead

The acquisition of Fernwood Investment Management by CW Advisors is more than just a transaction—it’s a strategic move that positions both firms for continued success in an increasingly competitive industry. For Fernwood’s clients, the deal offers access to a broader range of resources and expertise without compromising the personalized service they value. For CWA, the addition of Fernwood and Aspire Wealth Management strengthens its national footprint and enhances its ability to serve high-net-worth clients.

As the wealth management industry continues to evolve, firms like Surfside Capital Advisors will play an increasingly important role in helping organizations navigate change and seize new opportunities. With a proven track record of success and a commitment to excellence, Surfside is well-positioned to continue driving impactful transactions that create value for its clients and their stakeholders.

To learn more about the Fernwood-CWA acquisition, read the full press release here.

For organizations seeking strategic M&A advisory services, Surfside Capital Advisors stands ready to help. With a team of experienced professionals and a results-driven approach, Surfside is your partner in navigating the complexities of mergers and acquisitions.