Savant Wealth Management - M&A Summary and Business Overview

Financial ServicesCompany

Savant Wealth Management M&A Summary

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

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

Savant Wealth Management Business Overview

Where is Savant Wealth Management headquartered?

Savant Wealth Management is headquartered in Rockford, Illinois.

What sector is Savant Wealth Management in?

Savant 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

Savant Wealth Management

Savant Wealth Management

190 Buckley Drive,
Rockford, Illinois 61107
United States,
www.gametimebands.com

Savant Wealth Management is an independent, nationally recognized, fee-only firm serving clients for over 30 years with approximately $14 billion in assets under management and assets under advisement (as of 12/31/22). It offers investment management, financial planning, retirement plan, and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting. Savant Wealth Management is based in Rockford, Illinois.


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
Capital Directions LLC 2023-02-22 - Add-on Acquisition
Atlanta, Georgia · www.capdir.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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Related Lists for Savant Wealth Management

Illinois Companies , Financial Services Companies , United States Companies , Illinois Financial Services Companies , Illinois Financial Services with Acquisitions , Illinois Financial Services with Divestitures

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