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Fiduciary Services Group Mergers & Acquisitions

Fiduciary Services Group M&A Summary

Fiduciary Services Group has acquired 1 company, including 1 in the last 5 years. It has also divested 1 asset.

Fiduciary Services Group has acquired in 1 US state. The Company’s most targeted sectors include business services (100%).

M&A Summary

  • M&A Total Activity2
    • M&A Buy Activity1
    • M&A Sell Activity1
  • Total Sectors Invested 1
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 1

Fiduciary Services Group

Fiduciary Management Ltd.

Suite 23 Portland House Glacis Road,
Gibraltar, GX11 1AA
Gibraltar,
+350 200 76651
www.fiduciarygroup.com

All (2) Buy (1) Sell (1)
Date Target Value
$mlns 		Transaction Type Acquirer Seller SRC
Link
2025-10-31 Efficient Advisors · Financial Services
Philadelphia, Pennsylvania · www.efficientadvisors.com

Efficient Advisors is an investment management firm that partners with financial advisors to deliver portfolio management and investment strategy services. Efficient Advisors was founded in 2009 and is headquartered in Philadelphia, Pennsylvania.

- Divestiture

AssetMark
Advisors: Kirkland & Ellis , PwC Corporate Finance

Fiduciary Services Group
Advisor: DLA Piper


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