Prime Capital Investment Advisors - M&A Summary and Business Overview

Financial ServicesCompany

Prime Capital Investment Advisors M&A Summary

Prime Capital Investment Advisors has acquired 3 companies, including 3 in the last 5 years.

Prime Capital Investment Advisors has acquired in 3 different US states. The Company’s most targeted sectors include business services (100%).

Prime Capital Investment Advisors Business Overview

Where is Prime Capital Investment Advisors headquartered?

Prime Capital Investment Advisors is headquartered in Overland Park, Kansas.

What sector is Prime Capital Investment Advisors in?

Prime Capital Investment Advisors is a financial services company.

M&A Summary

  • M&A Total Activity3
    • M&A Buy Activity3
  • Total Sectors Invested 1
  • Total Countries Invested 1

Prime Capital Investment Advisors

Prime Capital Investment Advisors

6201 College Blvd., Suite 150,
Overland Park, Kansas 66211
United States,
www.pciawealth.com

Prime Capital Investment Advisors provides a client-centric team approach to full-service financial planning, including fee-based asset management and wealth management through its Prime Capital Wealth Management brand. Through its Qualified Plan Advisors brand, the firm also provides retirement plan advisory services, as well as plan participant education. PCIA currently has 51 locations throughout the United States, with investment advisor representatives serving clients across the nation. Prime Capital Investment Advisors is based in Overland Park, Kansas.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.6/yr) # - - - 1 2 - 3
Sell (0.0/yr) # - - - - - - 0
  3

Most Recent M&A

Company Date Value Type
Cornerstone Comprehensive Wealth Management 2023-03-09 - Add-on Acquisition
Reno, Nevada · www.cornerstoneway.com
Stonnington Group LLC 2023-01-03 - Add-on Acquisition
Pasadena, California · www.stonningtongroup.com
Liberty Wealth Advisors 2022-12-19 - Add-on Acquisition
Naples, Florida · www.libertywealthadvisors.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Business Services 3 (100%) - - -
Total 3 - - -

By Geo

State/Country Buy Value Sell Value
United States 3 - - -
  Nevada 1 - - -
  Florida 1 - - -
  California 1 - - -
Total 3 - - -

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