GCG Wealth Management - M&A Summary and Business Overview

Financial ServicesCompany

GCG Wealth Management M&A Summary

GCG Wealth Management has acquired 1 company, including 1 in the last 5 years.

GCG Wealth Management has acquired in 1 US state. The Company’s most targeted sectors include financial services (100%).

GCG Wealth Management Business Overview

Where is GCG Wealth Management headquartered?

GCG Wealth Management is headquartered in Charlotte, North Carolina.

What sector is GCG Wealth Management in?

GCG Wealth Management is a financial services company.

M&A Summary

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

GCG Wealth Management

GCG Advisory Partners, LLC

1415 Vantage Park Drive, Suite 250,
Charlotte, North Carolina 28203
United States,
(704) 372-4491
www.gcgwm.com

GCG Wealth Management is a regional financial services firm with field offices across the Southeast US. GCG offers a broad spectrum of services aimed at building and managing wealth including, but not limited to, financial planning, retirement and estate preservation, risk management, and family wealth counseling. GCG Wealth Management is based in Charlotte, North Carolina.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.2/yr) # - - - - - 1 1
Sell (0.0/yr) # - - - - - - 0
  1

Most Recent M&A

Company Date Value Type
Infinity Financial Partners LLC 2024-10-08 - Add-on Acquisition
Atlanta, Georgia · www.infinityfinpartners.com
View All >>

M&A by Sector

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

By Geo

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

Company Summary

SECTOR

Financial Services

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North Carolina Companies , Financial Services Companies , United States Companies , North Carolina Financial Services Companies , North Carolina Financial Services with Acquisitions , North Carolina Financial Services with Divestitures

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