1. Home >
  2. Companies >
  3. Private >
  4. Financial Services >
  5. United States >
  6. Arizona >
  7. Mathis Wealth Management >
  8. M&A

Mathis Wealth Management Mergers & Acquisitions

Mathis Wealth Management M&A Summary

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

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

M&A Summary

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

Mathis Wealth Management

Mathis Wealth Management

7210 N 16th St.,
Phoenix, Arizona 85020
United States,
(800) 817-9406
www.mathiswealth.com

All (1) Buy (1) Sell (-)
Date Target Value
$mlns 		Transaction Type Acquirer Seller SRC
Link
2024-05-01 RH Wealth Advisors · Financial Services
Ventura, California

RH Wealth Advisors is a registered principal offering securities and wealth advisory services through United Planners Financial Services, Member FINRA and SIPC. RH Wealth Advisors is based in Ventura, California.

- Add-on Acquisition

Mathis Wealth Management

-

Try Mergr Free — See This and 220,573+
Other Company and Investor Profiles Today

Try free. Full access. Cancel anytime.

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More
Try Free

What's Mergr?

Mergr is a user-friendly database designed to simplify the complex world of private equity and M&A for busy professionals.

We created Mergr to eliminate the challenge of tracking company acquisitions, sales, and ownership, providing clear insights into investment firms and their activities. For example, explore an investment firm’s investment criteria, deal history, portfolio, and connections - organized to help you uncover opportunities and make informed decisions.

With Mergr, gain access to a comprehensive, interconnected web of transactions, investors, companies, and advisors - all in one place.

Mergr, the Easiest-to-Use PE and M&A DB

Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.8K Private Equity Firms
  • 214K M&A Transactions
  • 216K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.8K M&A Advisors
    (Investment Banks and Law Firms)
  • 83K M&A Contacts
    (PE and M&A Advisors)

What next?

Try Free

Full access to Mergr's investor, acquirer, and transaction data starts here.

Mergr

Solution for

Product

Company

Legal