Turning Rock Partners Provides Secured Financing to Support Silverleaf Expansion

NEW YORK, March 13, 2025 /PRNewswire/ -- Turning Rock Partners ("TRP" or "Turning Rock"), a New York City-based private investment firm, has closed a senior financing with Silverleaf Wealth Management ("Silverleaf" or "The Company"). TRP provided $30M in expansion capital to support Omaha, NE-based Silverleaf in their next phase of growth.

Turning Rock targets debt, equity and hybrid investments in underserved or capital constrained lower-middle market businesses in North America.

"Through this investment, TRP has the opportunity to back a strong founder in an industry ripe for consolidation providing valuable financial services to its clients," said John Hamilton, Chief Operating Officer (COO) of Turning Rock Partners. "We are pleased to support Silverleaf's future endeavors."

Founded in 2009 by Justin Gibson, Silverleaf Wealth Management is an independent wealth advisory firm comprised of wealth advisors across the United States. The company provides financial and investment management, tax planning, estate planning and other services. The business is founder owned and operated and has a 15-year history of stable growth. Financing is supported by a strong asset base and cash flow profile.

"This transaction will help support our future growth and allow Silverleaf to continue its acquisition strategy," said Justin Gibson, President of Silverleaf Wealth Management. "This capital will also allow us to expand services to a broader client base."

Turning Rock Partners was advised on the transaction by Gibson Dunn & Crutcher LLP for legal, Bennett Thrasher for accounting, Lockton Companies for insurance, and Silver provided additional services. Jim DiPisa served as senior advisor on this transaction.

Securities offered through LPL Financial, Member FINRA/SIPC. Advisory Services offered through Gladstone Institutional Advisory, a registered investment advisor. Gladstone Institutional Advisory and Silverleaf Wealth Management are separate entities from LPL Financial. Gibson Dunn, Bennett Thrasher, Lockton Companies, Turning Rock Partners, Silverleaf Wealth Management and LPL Financial are separate entities.

About Turning Rock Partners: 
Turning Rock Partners ("TRP") targets debt, equity and hybrid investments in underserved or capital constrained lower-middle market businesses in North America. TRP structures bespoke financing solutions for companies across the private market landscape. For more information, please visit Turning Rock Partners' website: www.turningrockpartners.com. For Turning Rock investor relations, please contact [email protected].

About Silverleaf Wealth Management:
Founded in 2009 by Justin Gibson, Silverleaf Wealth Management is an independent wealth advisory firm comprised of wealth advisors across the United States. The company provides financial and investment management, tax planning, estate planning and other services. With longstanding client relationships, Silverleaf's personalized offerings help clients address their financial goals and objectives. Silverleaf professionals have years of experience in financial services and work with clients through all stages of life. Advisory services are offered through Gladstone Institutional Advisory, a registered investment advisor. The company is headquartered in Omaha, NE. More information can be found at www.silverleafwealth.com.

SOURCE Turning Rock Partners