Pinnacle Wealth Solutions - Ownership and Business Overview

Business ServicesCompany

Pinnacle Wealth Solutions Ownership

Who owns Pinnacle Wealth Solutions?

Pinnacle Wealth Solutions is owned by Mercer Advisors. It was acquired on January 19, 2021.

Pinnacle Wealth Solutions Business Overview

Where is Pinnacle Wealth Solutions headquartered?

Pinnacle Wealth Solutions is headquartered in Midlothian, Virginia.

What sector is Pinnacle Wealth Solutions in?

Pinnacle Wealth Solutions is a business services company.

When was Pinnacle Wealth Solutions founded?

Pinnacle Wealth Solutions was founded in 1985.

Business Services M&A Summary in 2021

Out of 60 sectors in the Mergr database, business services ranked 2 in number of deals in 2021. The largest business services acquisition in 2021 was UDG Healthcare - which was acquired by CD&R for $3.7B.

Join Mergr to view all 1265 acquisitions of business services companies in 2021, including 175 acquisitions by private equity firms, and 1090 by strategics.

Pinnacle Wealth Solutions, Inc.

3748 Winterfield Road,
Midlothian, Virginia 23113
United States,
(804) 378-1624
www.pinnaclewealthsolutions.com

Pinnacle Wealth Solutions, Inc. is a provider of a broad range of personalized wealth management services. Pinnacle with collective experience, the company empowers its clients and families to live their tomorrow through a tailored planning approach and an unwavering commitment to exceptional care. Pinnacle Wealth Solutions was founded in 1985 and is based in Midlothian, Virginia.


M&A Summary

Buy vs Sell

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

Most Recent M&A

Company Date Value Type
The Pinnacle Group, Certain Assets 2012-02-22 - Divestiture
, Virginia
View All >>

M&A by Sector

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

By Geo

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

M&A Connections

Deals
Divested to
Strategic(s)
100%
1 (100%)

Company Summary

SECTOR

Business Services

Established

1985

Former Name

The Pinnacle Group

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