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  6. Avidian Wealth Solutions Acquires Equistar Wealth Management

M&A Deal Summary

Avidian Wealth Solutions Acquires Equistar Wealth Management

On May 17, 2024, Avidian Wealth Solutions acquired business services company Equistar Wealth Management

Acquisition Highlights
  • This is Avidian Wealth Solutions’ 1st transaction in the Business Services sector.
  • This is Avidian Wealth Solutions’ 1st transaction in the United States.
  • This is Avidian Wealth Solutions’ 1st transaction in Texas.

M&A Deal Summary
Date 2024-05-17
Target Equistar Wealth Management
Sector Business Services
Buyer(s) Avidian Wealth Solutions
Deal Type Add-on Acquisition

Target

Equistar Wealth Management

Austin, Texas, United States
Equistar Wealth Management is an independent, fee-only financial advisory firm providing tailored investment management and financial planning services. Equistar Wealth Management is based in Austin, Texas.

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Buyer(S) 1

Buyer

Avidian Wealth Solutions

Houston, Texas, United States
Category Company
Sector Business Services
DESCRIPTION

Avidian Wealth Solutions is an independent fiduciary committed to meeting our clients' unique needs and challenges. With a comprehensive and evolving suite of services including but not limited to financial planning, investment management, and insurance solutions. Avidian Wealth Solutions is based in Houston, Texas.

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: Texas M&A 1 of 1
Country: United States M&A 1 of 1
Year: 2024 M&A 1 of 1
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