M&A Deal Summary |
|
|---|---|
| Date | 2025-10-21 |
| Target | SPC Financial |
| Sector | Financial Services |
| Buyer(s) | AlphaCore Wealth Advisory |
| Deal Type | Add-on Acquisition |
SEARCH BY
| 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 | 3 of 3 |
| Sector: Financial Services M&A | 2 of 2 |
| Type: Add-on Acquisition M&A Deals | 3 of 3 |
| State: Maryland M&A | 1 of 1 |
| Country: United States M&A | 3 of 3 |
| Year: 2025 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-12-05 |
CWC
Chicago, Illinois, United States CWC provides flexible, long-term capital solutions, and strategic advisory support to scaled wealth management platforms. CWC is based in Chicago, Illinois. |
Buy | - |
