Add-on Acquisition • Business Services

Avidian Wealth Solutions Acquires Equistar Wealth Management

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

Acquisition Context

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.

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

Target Company

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 Overview 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 Context for Buyer	#
Overall	1 of 1
Sector: Business Services	1 of 1
Type: Add-on Acquisition	1 of 1
State: Texas	1 of 1
Country: United States	1 of 1
Year: 2024	1 of 1

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