AFI Wealth Strategies - Ownership and Business Overview

Business ServicesCompany

AFI Wealth Strategies Ownership

Who owns AFI Wealth Strategies?

AFI Wealth Strategies is owned by Mercer Advisors. It was acquired on June 23, 2021.

AFI Wealth Strategies Business Overview

Where is AFI Wealth Strategies headquartered?

AFI Wealth Strategies is headquartered in Green Bay, Wisconsin.

What sector is AFI Wealth Strategies in?

AFI Wealth Strategies is a business services company.

Business Services M&A Summary in 2021

Out of 60 sectors in the Mergr database, business services ranked 2 in number of deals in 2021. The largest business services acquisition in 2021 was UDG Healthcare - which was acquired by CD&R for $3.7B.

Join Mergr to view all 1241 acquisitions of business services companies in 2021, including 159 acquisitions by private equity firms, and 1082 by strategics.

AFI Wealth Strategies

A. Farah Investments, LLC

2985 Voyager Dr,
Green Bay, Wisconsin 54311
United States,
(920) 496-7926
www.afiwealthstrategies.com

AFI Wealth Strategies is a wealth management firm that serves approximately 220 clients with assets under management ("AUM") of approximately $240 million. AFI was founded by Andrew E. Farah CIMA and offers boutique wealth strategy services, managing and planning the financial futures of many high-net-worth individuals, families, and their businesses.


Company Summary

SECTOR

Business Services

 Subscribe to unlock this and 201,888
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More
1 Week Free Trial Learn More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB

Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.5K Private Equity Firms
  • 193K M&A Transactions
  • 197K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.6K M&A Advisors
    (Investment Banks and Law Firms)
  • 75K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.

Related Lists for AFI Wealth Strategies

Wisconsin Companies , Business Services Companies , United States Companies , Wisconsin Business Services Companies , Wisconsin Business Services with Acquisitions , Wisconsin Business Services with Divestitures

Related Lists for Wisconsin Companies

Largest Wisconsin Companies , Acquisitive Wisconsin Companies , Recently Acquired Wisconsin Companies , Recently Sold Wisconsin Companies , Private Wisconsin Companies , Public Wisconsin Companies , Acquired Wisconsin Companies , PE Backed Wisconsin Companies

Related Lists for Business Services Companies

Largest Business Services Companies , Acquisitive Business Services Companies , Recently Acquired Business Services Companies , Recently Sold Business Services Companies , Private Business Services Companies , Public Business Services Companies , Acquired Business Services Companies , PE Backed Business Services Companies

Related Lists for United States Companies

Largest United States Companies , Acquisitive United States Companies , Recently Acquired United States Companies , Recently Sold United States Companies , Private United States Companies , Public United States Companies , Acquired United States Companies , PE Backed United States Companies
Mergr

Product

Company

Legal