Oxford Retirement Advisors Mergers & Acquisitions

Oxford Retirement Advisors M&A Summary

Oxford Retirement Advisors has acquired 1 company, including 1 in the last 5 years.

Oxford Retirement Advisors 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

Oxford Retirement Advisors

Oxford Retirement Advisors

1455 Lincoln Parkway 3rd Floor,
Atlanta, Georgia 30346
United States,
(404) 479-8136
www.oxfordra.com

All (1) Buy (1) Sell (-)
Date Target Value
$mlns
Transaction Type Acquirer Seller SRC
Link
2024-12-18 PFS Capital Management · Financial Services
Ocean View, New Jersey · www.pfscapitalmanagement.com

PFS Capital Management focuses on comprehensive financial planning, asset management, estate planning, and tax strategies, providing clients with customized solutions to meet their long-term financial objectives. PFS Capital Management was founded in 2018 and is based in Ocean View, New Jersey.

- Add-on Acquisition

Oxford Retirement Advisors

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