Lido Advisors Hires Head of M&A 

Lido Advisors, a Los Angeles-based wealth advisory firm for high-net-worth individuals, announced that Henry Hagenbuch has joined the firm as senior managing director, head of mergers and acquisitions (M&As). 

Hagenbuch has worked in the financial services sector for over a decade and has more than 15 years of business development experience. He comes to Lido from Robertson Stephens, a $6 billion San Francisco-based RIA, where he served as SVP of M&A. 

“Lido Advisors has an outstanding reputation in the wealth management industry, and I am excited and grateful for the opportunity to join an organization that has expanded in such a rapid, yet mindful way,” said Hagenbuch. “This industry as a whole is growing, and I believe there are many advisors and clients around the country who can benefit from Lido’s holistic, family office approach to wealth management.” 

In June 2024, the advisory firm began a partnership with New Albany, OH-based RIA Shore Morgan Young. At the start of this year, it was announced that Constellation Wealth Capital had become a strategic partner and minority investor. Also, in December 2023, Lido signed an agreement to partner with Boston-based RIA Claybrook Capital, expanding its reach in New England. 

Lido has more than $20 billion in assets under management and is backed by private equity firm Charlesbank Capital Partners.