M&A Deal Summary |
|
|---|---|
| Date | 2025-10-06 |
| Target | Marshall & Sullivan |
| Sector | Financial Services |
| Buyer(s) | Badgley Phelps Wealth Managers |
| Deal Type | Add-on Acquisition |
SEARCH BY
| Category | Company |
|---|---|
| Sector | Financial Services |
Badgley Phelps Wealth Managers is an investment adviser that provides customized financial planning and investment management services to high-net-worth and ultra-high-net-worth individuals, families, corporations, and foundations, and has expertise in the selection of individual equities, fixed-income securities, and alternatives. Badgley Phelps Wealth Managers is based in Seattle, Washington.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 1 |
| Sector: Financial Services M&A | 1 of 1 |
| Type: Add-on Acquisition M&A Deals | 1 of 1 |
| State: Washington M&A | 1 of 1 |
| Country: United States M&A | 1 of 1 |
| Year: 2025 M&A | 1 of 1 |
