Explore All 10021 Add-on Acquisition Business Services Deals - Search the Database Free
M&A Deal Summary |
|
|---|---|
| Date | July 10, 2019 |
| Target | Pathlight Investors |
| Sector | Business Services |
| Buyer(s) | EP Wealth Advisors |
| Deal Type | Add-on Acquisition |
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| Category | Company |
|---|---|
| Founded | 2004 |
| Sector | Business Services |
EP Wealth Advisors is a fee-only registered investment adviser and financial planning firm manages more than $4 billion in AUM as of March 31, 2019, and provides client-centric financial planning and investment management services to individuals and businesses. EP Wealth Advisors was founded in 2004 and is based in Torrance, California.
| Deal Context for Buyer | # |
|---|---|
| Overall | 2 of 22 |
| Sector: Business Services | 2 of 10 |
| Type: Add-on Acquisition | 2 of 22 |
| State: Arizona | 1 of 1 |
| Country: United States | 2 of 22 |
| Year: 2019 | 2 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-05-08 |
Conlon Dart Wealth Management
Seattle, Washington, United States Conlon Dart Wealth Management is an independent, fee-only wealth management firm serves as a financial advocate for its clients, with its practice focused on academically grounded investment management, modern financial planning techniques, and consistent client communication to prioritize needs and goals. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-08-21 |
Personal Financial Consultants
Lafayette, California, United States Personal Financial Consultants, Inc. is an independent fee-only financial planning and investment management firm provides personal Financial specializes in designing holistic, comprehensive and personalized financial plans for individuals and families. Personal Financial Consultants is based in Lafayette, California. |
Buy | - |
