M&A Deal Summary

Merit Financial Advisors Acquires Viren and Associates

On March 13, 2024, Merit Financial Advisors acquired financial services company Viren and Associates

Acquisition Highlights
  • This is Merit Financial Advisors’ 4th transaction in the Financial Services sector.
  • This is Merit Financial Advisors’ 5th transaction in the United States.
  • This is Merit Financial Advisors’ 1st transaction in Washington.

M&A Deal Summary
Date 2024-03-13
Target Viren and Associates
Sector Financial Services
Buyer(s) Merit Financial Advisors
Deal Type Add-on Acquisition

Target

Viren and Associates

Spokane, Washington, United States
website
Viren and Associates is a provider of financial services. Viren and Associates is based in Spokane, Washington.

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Buyer(S) 1

Buyer

Merit Financial Advisors

Alpharetta, Georgia, United States

website

Category Company
Founded 1998
Sector Financial Services
DESCRIPTION

Merit Financial Advisors a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating life transition. Merit Financial Advisors was founded in 1998 and is based in Alpharetta, Georgia.

DEAL STATS #
Overall 5 of 5
Sector (Financial Services) 4 of 4
Type (Add-on Acquisition) 5 of 5
State (Washington) 1 of 1
Country (United States) 5 of 5
Year (2024) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-05-09 Union

Tulsa, Oklahoma, United States

Union specializes in providing financial planning services for small business owners, retirees, medical professionals, and business executives. Union is based in Tulsa, Oklahoma.

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