Haven Tower forms strategic alliance with Cardinal Communications to serve PE firms investing in wealth management
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New alliance to help PE firms better address the unique public relations, marketing and communications needs of the evolving industry
The following article was published by Alternatives Watch on May 13, 2026.
Haven Tower Group, the wealth management, public relations, and marketing agency, has announced a new exclusive strategic alliance with Cardinal Communications Strategies, the strategic financial communications firm serving private equity sponsors. The new strategic alliance, called the Cardinal Haven Initiative, is designed to support private equity firms investing in wealth management and the wealth management enterprises they acquire and build.
According to a firm release, the Initiative will pair Haven Tower's industry-specific expertise across RIAs, hybrids, dual registrants, family offices, and wealth platforms with Cardinal's deep experience helping private equity firms communicate clearly, consistently, and credibly in markets that are intensely competitive in capturing high-quality deal flow.
Private equity firms continue to intensify their investments in the wealth management space, and often need help navigating what is, for many, a new industry. By combining their specific expertise, Haven Tower and Cardinal Communications will be positioned to offer PE firms communications and consulting services from pre-deal narrative positioning to ongoing integration, and growth communications to eventual exit readiness.
"We've seen a recurring dynamic in the market," said Joe Kuo, founder and CEO of Haven Tower Group and managing partner and co-founder of Ascentix Partners. "Private equity firms active in wealth management often retain agencies that do a great job for PE generally — but wealth management isn't their daily world. Then portfolio companies feel stuck, because they need a partner that's fully immersed in the advisor ecosystem. This alliance fixes that problem."
The Cardinal Haven Initiative builds on a longstanding relationship between Joe Kuo and Marc Raybin, founder and president of Cardinal Communications. Both Haven Tower and Cardinal Communications will continue as stand-alone, independent firms under their longstanding leadership teams, operations, strategic visions and brand identities in all other areas of their respective businesses.
"Our Cardinal Haven Initiative is an exciting alliance that addresses multiple practical needs on both sides of any private equity transaction in the wealth management space. It's also a strategic partnership that has happened very organically, as part of a relationship between each other built over many years," said Marc Raybin, founder and president of Cardinal Communications. "Sponsors want sponsor-level communications rigor, and portfolio companies want an agency that truly understands their industry. Haven Tower brings that wealth management fluency, and we bring private equity communications discipline. Together we can support both, without either firm changing who it is."
Cardinal Communications joins the Haven Tower Alliance, a curated network of independent agencies with complementary capabilities, expertise, and strategic relationships that work closely with Haven Tower to expand client support across the wealth management industry.
The Cardinal alliance follows Haven Tower's recently announced strategic alliance with Conway Communications, a leading investor relations and financial communications firm and the first partnership launched under the Haven Tower Alliance framework.
Haven Tower is also a strategic partner firm of Ascentix Partners, a consortium of firms delivering growth consulting, M&A advisory, technology and operations, outsourced compliance supervision and brand elevation to the wealth management industry.
"We're building the Haven Tower Alliance around a simple design principle: specialization wins," said Larry Roth, board chairman of Haven Tower Group and founder and managing partner of Ascentix Partners. "Cardinal's private equity communications strength, combined with Haven Tower's wealth management focus, creates a clearer and more effective model for sponsors and portfolio companies than what most generalist agencies can deliver."
Roth added, "Since Ascentix Partners has longstanding strategic consulting and M&A advisory relationships with private equity firms investing in wealth management, we're uniquely positioned to help this alliance accelerate in a way that's tightly connected to how sponsors actually drive value."
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