M&A Deal Summary

Modern Wealth Management Acquires Beltz Ianni

On March 6, 2024, Modern Wealth Management acquired financial services company Beltz Ianni

Acquisition Highlights
  • This is Modern Wealth Management’s 4th transaction in the Financial Services sector.
  • This is Modern Wealth Management’s 4th transaction in the United States.
  • This is Modern Wealth Management’s 1st transaction in New York.

M&A Deal Summary
Date 2024-03-06
Target Beltz Ianni
Sector Financial Services
Buyer(s) Modern Wealth Management
Deal Type Add-on Acquisition

Target

Beltz Ianni

Rochester, New York, United States
Beltz Ianni is a corporate retirement planning and individual wealth management firm. Beltz Ianni was founded in 2001 and is based in Rochester, New York.

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Buyer(S) 1

Buyer

Modern Wealth Management

Lanexa, Kansas, United States
Category Company
Founded 1996
Sector Financial Services
DESCRIPTION

Modern Wealth Management is a national registered investment advisory firm. Modern Wealth was designed to anticipate the needs of Americans at every stage in life by providing a full suite of wealth management services carried out by a team of experts specializing in financial planning, tax planning and preparation, personal banking, estate planning and more. Modern Wealth Management was founded in 1996 and is based in Lenexa, Kansas.

DEAL STATS #
Overall 4 of 6
Sector (Financial Services) 4 of 6
Type (Add-on Acquisition) 4 of 6
State (New York) 1 of 1
Country (United States) 4 of 6
Year (2024) 1 of 3
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2023-10-19 Martin James

Mooresville, Indiana, United States

Martin James is an integrated tax, wealth management, and planning firm serving over 400 families, individuals, and business owners. Martin James was founded in 1986 and is based in Mooresville, Indiana.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2024-10-24 Petso Financial Consultants

Boise, Idaho, United States

Petso Financial Consultants specializes in financial advising and wealth management, focusing on income planning for retirees and supporting foundations to meet their financial goals. Petso Financial Consultants is based in Boise, Idaho.

Buy -
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