Edelman Financial Engines - M&A Summary, Ownership, and Business Overview

Financial ServicesCompany

Edelman Financial Engines M&A Summary

Edelman Financial Engines has acquired 10 companies of its own, including 8 in the last 5 years. A total of 2 acquisitions came from private equity firms. It has also divested 1 asset.

Edelman Financial Engines’ largest acquisition to date was in 2015, when it acquired The Mutual Fund Store for $560M. Edelman Financial Engines has acquired in 7 different US states, and 2 countries. The Company’s most targeted sectors include financial services (50%) and business services (40%).

Edelman Financial Engines Ownership

Who owns Edelman Financial Engines?

Edelman Financial Engines is owned by HarbourVest Partners, Hellman & Friedman and Warburg Pincus. It was acquired on May 1, 2018.

Is Edelman Financial Engines PE-backed?

Yes. Edelman Financial Engines is owned by private equity investors HarbourVest Partners, Hellman & Friedman and Warburg Pincus.

Was Edelman Financial Engines formerly PE-backed?

Yes. Edelman Financial Engines was formerly owned by 2 private investors.

Edelman Financial Engines Business Overview

Where is Edelman Financial Engines headquartered?

Edelman Financial Engines is headquartered in Santa Clara, California.

What is Edelman Financial Engines’ revenue?

Edelman Financial Engines disclosed revenue of 311M USD for 2015 and 281M USD for 2014.

What sector is Edelman Financial Engines in?

Edelman Financial Engines is a financial services company.

When was Edelman Financial Engines founded?

Edelman Financial Engines was founded in 1986.

M&A Summary

  • M&A Total Activity11
    • M&A Buy Activity10
    • M&A Sell Activity1
  • Total Sectors Invested 3
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 3
  • M&A Advisors 3

Edelman Financial Engines

Edelman Financial Engines LLC

3315 Scott Blvd, 4th Floor,
Santa Clara, California 95054
United States,
(408) 498-6000
www.edelmanfinancialengines.com

Edelman Financial Engines is a financial planning and investment management firm. Edelman Financial Engines was founded in 1986 and is based in Santa Clara, California.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (1.6/yr) # 2 - - 3 4 1 10
vol $560M $560M
Sell (0.0/yr) # 1 - - - - - 1
  11

Most Recent M&A

Company Date Value Type
Soundmark Wealth Management LLC 2024-05-13 - Add-on Acquisition
Kirkland, Washington · www.soundmarkwealth.com
New England Pension Plan Systems LLC 2023-12-14 - Add-on Acquisition
Providence, Rhode Island · www.newenglandpension.com
PRW Wealth Management LLC 2023-11-16 - Add-on Acquisition
Quincy, Massachusetts · www.prwwealthmanagement.com
Align Wealth Management 2023-10-03 - Add-on Acquisition
Oklahoma, Oklahoma · www.alignmywealth.com
Distrito Relações Governamentais 2023-02-15 - Add-on Acquisition
Brasília, Brazil · www.distritorelgov.com
Erman Retirement Advisory 2022-12-14 - Add-on Acquisition
Seal Beach, California · www.ermanretirementadvisory.com
Herrmann & Cooke Wealth Management, Inc. 2022-10-05 - Add-on Acquisition
Danville, California · www.herrmanncooke.com
Smart Investor 2022-08-03 - Add-on Acquisition
Roseville , California · www.smart-investor.cc
EF Legacy Securities LLC 2019-11-13 - Divestiture
Henrico, Kentucky
The Edelman Financial Group, Inc. 2018-04-30 - Merger
Houston, Texas · www.edelmanfinancial.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 5 (50%) 560M (100%) 1 (100%) -
Business Services 4 (40%) - - -
Insurance 1 (10%) - - -
Total 10 $560M 1 -

By Geo

State/Country Buy Value Sell Value
United States 9 560M 1 -
  California 3 - - -
  Washington 1 - - -
  Texas 1 - - -
  Rhode Island 1 - - -
  Oklahoma 1 - - -
  Massachusetts 1 - - -
  Kansas 1 560M - -
  Kentucky - - 1 -
Brazil 1 - - -
Domestic 9 (90%) 560M (100%) 1 (100%) -
Cross-border 1 (10%) - - -
Total 10 $560M 1 -

Top M&A Advisors

Financial Deals
DBO Partners
1
Legal Deals
Baker & McKenzie
4
K&L Gates
1

Deal Values

buy # Total
$100M to $1B 1 $560M
TOTAL $560M
Largest The Mutual Fund Store LLC
$560M (2015-11-05)

M&A Connections

Deals
Acquired from
Investor(s)
20%
2 (20%)
Divested to
Strategic(s)
100%
1 (100%)

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