Edelman Financial Engines Mergers and Acquisitions Summary

Financial Services Company

Edelman Financial Engines has acquired 2 companies of its own, including 1 in the last 5 years. A total of 2 acquisitions came from private equity firms.

Edelman Financial Engines’ largest acquisition to date was in 2015, when it acquired The Mutual Fund Store for $560M. Edelman Financial Engines has acquired in 2 different US states. The Company’s most targeted sectors include financial services (100%).

Join Mergr and gain access to Edelman Financial Engines’ M&A summary, the M&A summaries of companies just like it, as well as recent M&A activity in the financial services sector.

M&A Summary

  • M&A Total Activity2
    • M&A Buy Activity2
  • Total Sectors Invested 1
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 2
  • M&A Advisors 1

Edelman Financial Engines LLC (Edelman Financial Engines)

1050 Enterprise Way, 3rd Floor,
Sunnyvale, California 94089
United States,
(408) 498-6000
www.edelmanfinancialengines.com

Edelman Financial Engines is a financial planning and investment management firm. Edelman Financial Engines was founded in 1986 and is based in Sunnyvale, California.


M&A Summary

Buy vs Sell

Year ≤ '16 '17 '18 '19 '20 '21 T
Buy (0.2/yr) # 1 - 1 - - - 2
vol $560M $560M
Sell (0.0/yr) # - - - - - - 0
  2

Most Recent M&A

Company Date Value Type
The Edelman Financial Group, Inc. 2018-04-30 - Merger
Houston, Texas · www.edelmanfinancial.com
The Mutual Fund Store LLC 2015-11-05 560M USD Add-on Acquisition
Overland Park, Kansas · www.mutualfundstore.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 2 (100%) 560M (100%) - -
Total 2 $560M - -

By Geo

State/Country Buy Value Sell Value
United States 2 560M - -
  Texas 1 - - -
  Kansas 1 560M - -
Total 2 $560M - -

Top M&A Advisors

Financial Deals
DBO Partners LLC
1

Deal Values

buy # Total
$100M to $1B 1 $560M
TOTAL $560M
Largest The Mutual Fund Store LLC
$560M (2015-11-05)

M&A Connections

Deals
Acquired from
Investor(s)
100%
2 (100%)

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