Bluespring Wealth Partners - M&A Summary and Business Overview

Business ServicesCompany

Bluespring Wealth Partners M&A Summary

Bluespring Wealth Partners has acquired 2 companies, including 2 in the last 5 years.

Bluespring Wealth Partners has acquired in 2 different US states. The Company’s most targeted sectors include business services (50%) and financial services (50%).

Bluespring Wealth Partners Business Overview

Where is Bluespring Wealth Partners headquartered?

Bluespring Wealth Partners is headquartered in Austin, Texas.

What sector is Bluespring Wealth Partners in?

Bluespring Wealth Partners is a business services company.

M&A Summary

  • M&A Total Activity2
    • M&A Buy Activity2
  • Total Sectors Invested 2
  • Total Countries Invested 1

Bluespring Wealth Partners

Bluespring Wealth Partners

5707 Southwest Parkway Building 2, Suite 401,
Austin, Texas 78735
United States,
(888) 665-0237
www.bluespringwealth.com

Bluespring Wealth Partners is an acquirer of both independent RIAs and hybrid wealth management firms. It looks to perpetuate and enhance the value it brings its clients, providing continuity and new opportunities. Bluespring Wealth Partners is based in Austin, Texas.


M&A Summary

Buy vs Sell

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

Most Recent M&A

Company Date Value Type
Shelton Financial Group, Inc. 2024-07-18 - Add-on Acquisition
Fort Wayne, Indiana · www.sheltonfinancial.com
KDI Wealth Management 2024-05-16 - Add-on Acquisition
Scottsdale, Arizona · www.kdiwealth.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Business Services 1 (50%) - - -
Financial Services 1 (50%) - - -
Total 2 - - -

By Geo

State/Country Buy Value Sell Value
United States 2 - - -
  Indiana 1 - - -
  Arizona 1 - - -
Total 2 - - -

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