Callahan Financial Planning - M&A Summary and Business Overview

Business ServicesCompany

Callahan Financial Planning M&A Summary

Callahan Financial Planning has acquired 1 company, including 1 in the last 5 years.

Callahan Financial Planning has acquired in 1 US state. The Company’s most targeted sectors include business services (100%).

Callahan Financial Planning Business Overview

Where is Callahan Financial Planning headquartered?

Callahan Financial Planning is headquartered in Omaha, Nebraska.

What sector is Callahan Financial Planning in?

Callahan Financial Planning is a business services company.

When was Callahan Financial Planning founded?

Callahan Financial Planning was founded in 2010.

M&A Summary

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

Callahan Financial Planning Co.

3157 Farnam St Ste 7111,
Omaha, Nebraska 68131
United States,
(402) 341-2000
www.callahanplanning.com

Callahan Financial Planning Co. is a fee-only personal financial planning and investment management company. With offices in Omaha, Nebraska and San Rafael, California, Callahan provides services as legal fiduciaries, without selling investment or insurance products. Instead, clients work with Callahan Financial Planning to create a personal financial plan for their future, independent of any other financial institutions.


M&A Summary

Buy vs Sell

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

Most Recent M&A

Company Date Value Type
Gary A. Dossick & Associates, Inc. 2019-06-12 - Add-on Acquisition
San Rafael, California
View All >>

M&A by Sector

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

By Geo

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

Company Summary

SECTOR

Business Services

Established

2010

 Subscribe to unlock this and 208,055
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More
1 Week Free Trial Learn More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB

Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.6K Private Equity Firms
  • 201K M&A Transactions
  • 203K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.6K M&A Advisors
    (Investment Banks and Law Firms)
  • 81K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.

Related Lists for Callahan Financial Planning

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

Related Lists for Nebraska Companies

Largest Nebraska Companies , Acquisitive Nebraska Companies , Recently Acquired Nebraska Companies , Recently Sold Nebraska Companies , Private Nebraska Companies , Public Nebraska Companies , Acquired Nebraska Companies , PE Backed Nebraska Companies

Related Lists for Business Services Companies

Largest Business Services Companies , Acquisitive Business Services Companies , Recently Acquired Business Services Companies , Recently Sold Business Services Companies , Private Business Services Companies , Public Business Services Companies , Acquired Business Services Companies , PE Backed Business Services Companies

Related Lists for United States Companies

Largest United States Companies , Acquisitive United States Companies , Recently Acquired United States Companies , Recently Sold United States Companies , Private United States Companies , Public United States Companies , Acquired United States Companies , PE Backed United States Companies
Mergr

Product

Company

Legal