Johnson Investment Counsel - M&A Summary and Business Overview

Financial ServicesCompany

Johnson Investment Counsel M&A Summary

Johnson Investment Counsel has acquired 2 companies.

Johnson Investment Counsel has acquired in 1 US state. The Company’s most targeted sectors include financial services (100%).

Johnson Investment Counsel Business Overview

Where is Johnson Investment Counsel headquartered?

Johnson Investment Counsel is headquartered in Cincinnati, Ohio.

What sector is Johnson Investment Counsel in?

Johnson Investment Counsel is a financial services company.

M&A Summary

  • M&A Total Activity2
    • M&A Buy Activity2
  • Total Sectors Invested 1
  • Total Countries Invested 1

Johnson Investment Counsel, Inc.

3777 West Fork Road,
Cincinnati, Ohio 45247
United States,
(513) 661-3100
www.johnsoninv.com

Johnson Investment Counsel, Inc. wealth management firm, managing more than $4 billion in assets. Johnson Investment Counsel, Inc. is an employee-owned firm, offering a full range of fee-based wealth management services, including investment portfolios, education and retirement planning, cash management, estate planning, trust services, charitable giving, mutual funds, 401(k) plans, IRA’s and more.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 2 - - - - - 2
Sell (0.0/yr) # - - - - - - 0
  2

Most Recent M&A

Company Date Value Type
Magis Wealth Planning 2017-08-16 - Add-on Acquisition
Brecksville, Ohio · www.magiswealthplanning.com
Mead, Adam, & Co., Inc. 2009-04-21 - Add-on Acquisition
Dayton, Ohio
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 2 (100%) - - -
Total 2 - - -

By Geo

State/Country Buy Value Sell Value
United States 2 - - -
  Ohio 2 - - -
Total 2 - - -

Company Summary

SECTOR

Financial Services

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