M&A Deal Summary |
|
|---|---|
| Date | 2025-08-05 |
| Target | SWS |
| Sector | Financial Services |
| Buyer(s) | Arax Investment Partners |
| Deal Type | Add-on Acquisition |
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| Category | Company |
|---|---|
| Founded | 2022 |
| Sector | Financial Services |
Arax Investment Partners is a multi-boutique wealth management platform making strategic control investments in best-in-class operating companies in partnership with their founders and management teams. Arax Investment Partners was founded in 2022 and is based in New York, New York.
| DEAL STATS | # |
|---|---|
| Overall | 3 of 3 |
| Sector: Financial Services M&A | 3 of 3 |
| Type: Add-on Acquisition M&A Deals | 3 of 3 |
| State: Missouri M&A | 1 of 1 |
| Country: United States M&A | 3 of 3 |
| Year: 2025 M&A | 3 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-06-02 |
Schechter
Birmingham, Michigan, United States Schechter is a boutique, third-generation wealth advisory and financial services firm that advises wealthy families on financial matters, including institutional-quality investment advisory services, private capital and alternative investments, advanced life insurance planning, income and estate taxes, business succession, and charitable planning. Schechter was founded in 1939 and is based in Birmingham, Michigan. |
Buy | - |
