Planning Solutions Group - Ownership and Business Overview

Financial ServicesCompany

Planning Solutions Group Ownership

Who owns Planning Solutions Group?

Planning Solutions Group is owned by Wealth Enhancement Group. It was acquired on June 13, 2019.

Planning Solutions Group Business Overview

Where is Planning Solutions Group headquartered?

Planning Solutions Group is headquartered in Fulton, Maryland.

What sector is Planning Solutions Group in?

Planning Solutions Group is a financial services company.

When was Planning Solutions Group founded?

Planning Solutions Group was founded in 2001.

Financial Services M&A Summary in 2019

Out of 60 sectors in the Mergr database, financial services ranked 10 in number of deals in 2019. The largest financial services acquisition in 2019 was Worldpay - which was acquired by Fidelity National Information Services for $43.0B.

Join Mergr to view all 209 acquisitions of financial services companies in 2019, including 21 acquisitions by private equity firms, and 188 by strategics.

Planning Solutions Group LLC

8161 Maple Lawn Blvd, Suite 400,
Fulton, Maryland 20759
United States,
(301) 543-6000
www.psgplanning.com

Planning Solutions Group LLC is a provider of quality financial planning services ranging from retirement and investment planning to more sophisticated strategies of the estate and business succession planning.


 Subscribe to unlock this and 201,882
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB


Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.5K Private Equity Firms
  • 193K M&A Transactions
  • 197K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.6K M&A Advisors
    (Investment Banks and Law Firms)
  • 75K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.