Wentworth Management Services - M&A Summary and Business Overview

Financial ServicesCompany

Wentworth Management Services M&A Summary

Wentworth Management Services has acquired 2 companies, including 1 in the last 5 years.

Wentworth Management Services has acquired in 2 different US states. The Company’s most targeted sectors include financial services (100%).

Wentworth Management Services Business Overview

Where is Wentworth Management Services headquartered?

Wentworth Management Services is headquartered in Frisco, Texas.

What sector is Wentworth Management Services in?

Wentworth Management Services is a financial services company.

M&A Summary

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

Wentworth Management Services

Wentworth Management Services LLC

One Cowboys Way Suite 490,
Frisco, Texas 75034
United States,
(212) 388-6200
www.wentworthms.com

Wentworth Management Services is a specializes in consolidating independent broker-dealers to capture economies of scale needed to service financial advisors in today's technology-enabled regulatory environment. Wentworth Management Services is based in New York, New York.


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
Aurora Private Wealth, Inc. 2019-12-11 - Add-on Acquisition
Parsippany, New Jersey · www.aurorapw.com
Purshe Kaplan Sterling Investments, Inc. 2017-12-05 - Add-on Acquisition
Albany, New York · www.pksinvest.com
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 - - -
  New York 1 - - -
  New Jersey 1 - - -
Total 2 - - -

Company Summary

SECTOR

Financial Services

Public

KWAC

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Related Lists for Wentworth Management Services

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

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