Berger Financial Group Mergers & Acquisitions

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%).

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

All (2) Buy (2) Sell (-)
Date Target Value
$mlns
Transaction Type Acquirer Seller SRC
Link
2024-02-14 Robert Gordon & Associates · Business Services
Springfield, Illinois · www.rga-advisors.com

Robert Gordon & Associates is an investment management and strategic wealth planning firm that provides financial planning services to help prepare clients for their future retirement in a tax-efficient manner. Robert Gordon & Associates is based in Springfield, Illinois.

- Add-on Acquisition

Berger Financial Group

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