M&A Deal Summary |
|
|---|---|
| Date | 2023-12-05 |
| Target | CWC |
| Sector | Financial Services |
| Buyer(s) | AlphaCore Wealth Advisory |
| Deal Type | Add-on Acquisition |
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| Category | Company |
|---|---|
| Sector | Business Services |
AlphaCore Wealth Advisory is a wealth advisory firm that combines sophisticated wealth planning techniques combined with investment management services prepared for the unique market environment investors face today. The firm supports its advisers with dedicated research, customizable models, client performance reporting tools, financial planning tools, and operational and marketing resources. In addition, all advisers benefit from support in legal and compliance, human resources, and hosted information technology. AlphaCore Wealth Advisory has offices in La Jolla, CA, Scottsdale, AZ, Greenwich, CT, Hilton Head, SC, and Sacramento, CA.
| DEAL STATS | # |
|---|---|
| Overall | 2 of 3 |
| Sector: Financial Services M&A | 1 of 2 |
| Type: Add-on Acquisition M&A Deals | 2 of 3 |
| State: Illinois M&A | 1 of 1 |
| Country: United States M&A | 2 of 3 |
| Year: 2023 M&A | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-01-09 |
Magnolia Lane Financial Advisors
Riverside, Connecticut, United States Magnolia Lane Financial Advisors is a wealth advisory firm that offers a variety of services designed to help its clients achieve financial security. The firm utilizes its background in managing money for large institutions for clients' benefit. Magnolia Lane Financial Advisors was formed in 2015 and is based in Riverside, Connecticut. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-10-21 |
SPC Financial
Rockville, Maryland, United States SPC Financial is a wealth advisory and tax services firm specializing in tax‑integrated wealth planning and advisory services. SPC Financial was founded in 1970 and is based in Rockville, Maryland. |
Buy | - |
