BerganKDV - M&A Summary, Ownership, and Business Overview

Business ServicesCompany

BerganKDV M&A Summary

BerganKDV has acquired 2 companies of its own.

BerganKDV has acquired in 2 different US states. The Company’s most targeted sectors include business services (100%).

BerganKDV Ownership

Who owns BerganKDV?

BerganKDV is owned by Creative Planning. It was acquired on June 5, 2023.

BerganKDV Business Overview

Where is BerganKDV headquartered?

BerganKDV is headquartered in Cedar Rapids, Iowa.

What sector is BerganKDV in?

BerganKDV is a business services company.

When was BerganKDV founded?

BerganKDV was founded in 1945.

M&A Summary

  • M&A Total Activity2
    • M&A Buy Activity2
  • Total Sectors Invested 1
  • Total Countries Invested 1

BerganKDV

BerganKDV Wealth Management LLC

417 First Avenue SE, Suite 300,
Cedar Rapids, Iowa 52401
United States,
(319) 294-8000
www.bergankdv.com

BerganKDV is a provider of business planning, tax, audit, and wealth management services. BerganKDV was founded in 1945 and is based in Cedar Rapids, Iowa.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 2 - - - - - 2
Sell (0.0/yr) # - - - - - - 0
  2

Most Recent M&A

Company Date Value Type
Beltz, Kes, Darling & Associates 2017-07-04 - Add-on Acquisition
Farmington, Minnesota · www.bkda.org
Carlson Hartsock & Guither PLC 2016-12-05 - Add-on Acquisition
Iowa City, Iowa · www.chgcpa.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Business Services 2 (100%) - - -
Total 2 - - -

By Geo

State/Country Buy Value Sell Value
United States 2 - - -
  Minnesota 1 - - -
  Iowa 1 - - -
Total 2 - - -

Company Summary

SECTOR

Business Services

Established

1945

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