Berger Financial Group - M&A Summary and Business Overview

Business ServicesCompany

Berger Financial Group M&A Summary

Berger Financial Group has acquired 2 companies, including 2 in the last 5 years.

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

Berger Financial Group Business Overview

Where is Berger Financial Group headquartered?

Berger Financial Group is headquartered in Plymouth, Minnesota.

What sector is Berger Financial Group in?

Berger Financial Group is a business services company.

When was Berger Financial Group founded?

Berger Financial Group was founded in 1981.

M&A Summary

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

Berger Financial Group

Berger Financial Group, Inc.

1695 State Highway 169,
Plymouth, Minnesota 55441
United States,
(763) 746-2666
www.bergerfinancialgroup.com

Berger Financial Group is a full-service Independent Registered Investment Advisory (RIA) firm. Their dedicated team of more than 40 full-time employees, half being women, possess the qualifications necessary to help reach goals. Offering financial planning, income tax, and portfolio management all under one roof by advisors, the company aims to simplify the complexities of your personal and professional financial life. Berger Financial Group was formed in 1981 and is based in Plymouth, Minnesota.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.4/yr) # - - 1 - - 1 2
Sell (0.0/yr) # - - - - - - 0
  2

Most Recent M&A

Company Date Value Type
Robert Gordon & Associates, Inc. 2024-02-14 - Add-on Acquisition
Springfield, Illinois · www.rga-advisors.com
Dane Holdings, Inc. 2021-10-18 - Add-on Acquisition
Sun City West, Arizona · www.daneholdings.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 - - -
  Illinois 1 - - -
  Arizona 1 - - -
Total 2 - - -

Company Summary

SECTOR

Business Services

Established

1981

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Related Lists for Berger Financial Group

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

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