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  6. Apella Wealth Acquires Park Piedmont Advisors

M&A Deal Summary

Apella Wealth Acquires Park Piedmont Advisors

On August 29, 2025, Apella Wealth acquired business services company Park Piedmont Advisors

Acquisition Highlights
  • This is Apella Wealth’s 1st transaction in the Business Services sector.
  • This is Apella Wealth’s 1st transaction in the United States.
  • This is Apella Wealth’s 1st transaction in Illinois.

M&A Deal Summary
Date 2025-08-29
Target Park Piedmont Advisors
Sector Business Services
Buyer(s) Apella Wealth
Deal Type Add-on Acquisition

Target

Park Piedmont Advisors

Chicago, Illinois, United States
Park Piedmont Advisors is an independent, multigenerational, family‑owned registered investment advisory firm that provides fiduciary financial advice and investment management services to individuals, families, small businesses, and non‑profit organizations. Park Piedmont Advisors was founded in 2003 and is based in Chicago, Illinois.

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Buyer(S) 1

Buyer

Apella Wealth

West Hartford, Connecticut, United States
Category Company
Founded 2014
Sector Financial Services
DESCRIPTION

Apella Wealth offers a wide range of financial advisory services across multiple locations, spanning both coasts and serving thousands of individual and institutional investors. Apella Wealth was founded in 2014 and is based in West Hartford, Connecticut.

DEAL STATS #
Overall 1 of 1
Sector: Business Services M&A 1 of 1
Type: Add-on Acquisition M&A Deals 1 of 1
State: Illinois M&A 1 of 1
Country: United States M&A 1 of 1
Year: 2025 M&A 1 of 1
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