M&A Deal Summary |
|
|---|---|
| Date | 2020-10-27 |
| Target | Pathways Financial Partners |
| Sector | Financial Services |
| Buyer(s) | Allworth Financial |
| Deal Type | Add-on Acquisition |
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| Category | Company |
|---|---|
| Founded | 1993 |
| Sector | Financial Services |
Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. The company delivers long- and short-term investment planning solutions and advice to help clients achieve goals and plan strategically for retirement. Allworth Financial was formed in 1993 and is based in Sacramento, California.
| DEAL STATS | # |
|---|---|
| Overall | 3 of 8 |
| Sector: Financial Services M&A | 3 of 8 |
| Type: Add-on Acquisition M&A Deals | 3 of 8 |
| State: Arizona M&A | 1 of 1 |
| Country: United States M&A | 3 of 8 |
| Year: 2020 M&A | 2 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-05-26 |
Capstone Capital
Cincinnati, Ohio, United States Capstone Capital specializes in investing and retirement planning for individuals and families in the Cincinnati, Ohio region. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-12-08 |
Bastoni Financial Services
Folsom, California, United States Bastoni Financial Services provides financial planning and investment management for individuals, families, and utility company employees in the Sacramento, California, region. |
Buy | - |
