Arete Wealth - M&A Summary and Business Overview

Financial ServicesCompany

Arete Wealth M&A Summary

Arete Wealth has acquired 1 company, including 1 in the last 5 years.

Arete Wealth has acquired in 1 US state. The Company’s most targeted sectors include financial services (100%).

Arete Wealth Business Overview

Where is Arete Wealth headquartered?

Arete Wealth is headquartered in Chicago, Illinois.

What sector is Arete Wealth in?

Arete Wealth is a financial services company.

When was Arete Wealth founded?

Arete Wealth was founded in 2007.

M&A Summary

M&A Total Activity1
- M&A Buy Activity1
Total Sectors Invested 1
Total Countries Invested 1

Arete Wealth

Arete Wealth Management LLC

1115 W. Fulton Market 3rd Floor,
Chicago, Illinois 60607
United States,
(312) 940-3684
www.aretewealth.com

Arete Wealth is an operator of an independent broker-dealer, registered investment advisor, and insurance firm. Arete Wealth has guided advisors and high-net-worth investors through alternative investment access, investment banking, private equity programs, and other traditional financial planning. Arete Wealth was founded in 2007 and is based in Chicago, Illinois.

M&A Summary

Buy vs Sell

Year		≤ '19	'20	'21	'22	'23	'24	T
Buy (0.2/yr)	#	-	-	1	-	-	-	1
Sell (0.0/yr)	#	-	-	-	-	-	-	0
								1

Most Recent M&A

Company	Date	Value	Type
Center Street Securities, Inc.	2021-03-31	-	Add-on Acquisition
Nashville, Tennessee · www.centerstreetsecurities.com
View All >>

M&A by Sector

Sector		Buy #	Value	Sell #	Value
Financial Services		1 (100%)	-	-	-
Total		1	-	-	-

By Geo

State/Country		Buy	Value	Sell	Value
United States		1	-	-	-
	Tennessee	1	-	-	-
Total		1	-	-	-

Company Summary

SECTOR

Financial Services

Established

2007

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Illinois Companies , Financial Services Companies , United States Companies , Illinois Financial Services Companies , Illinois Financial Services with Acquisitions , Illinois Financial Services with Divestitures

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Arete Wealth - M&A Summary and Business Overview

Financial ServicesCompany