New Transaction: Coastline Completes Three Tuck-in Acquisitions

Z2 is pleased to announce its portfolio company, Coastline Wealth Management, has completed three tuck-in acquisitions adding $325MM of AUA, bringing total AUA to $5.5BN. The acquisitions were funded with proceeds from the delayed draw term loan which Z2 had previously arranged for the company in August 2026.

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Contact

Jake Sussman

Partner‍

jake@z2mgmt.com