CrossleyShear Wealth Management has acquired 1 company, including 1 in the last 5 years.
CrossleyShear Wealth Management has acquired in 1 US state. The Company’s most targeted sectors include financial services (100%).
1515 International Pkwy Suite 2019,
Heathrow, Florida
32746
United States,
(407) 215-7575
www.crossleyshear.com
| Date | Target |
Value
$mlns |
Transaction Type | Acquirer | Seller |
SRC
Link |
|---|---|---|---|---|---|---|
| 2025-06-26 |
Halifax Wealth Management of Raymond James · Financial Services
New Smyrna Beach, Florida · www.raymondjames.com/halifaxwealthmanagement Halifax Wealth Management of Raymond James offers an array of personalized investment services, support and guidance that can help make a positive difference as you pursue your financial goals. Halifax Wealth Management of Raymond James was founded in 2005 and is based in New Smyrna Beach, Florida. |
- | Merger | - |
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