M&A Deal Summary

BAMG Acquires Jackson Creek Investment Advisors - Financial Planning and Wealth Management Division

On July 10, 2025, BAMG acquired financial services company Jackson Creek Investment Advisors - Financial Planning and Wealth Management Division from Jackson Creek Investment Advisors

Acquisition Highlights
  • This is BAMG’s 1st transaction in the Financial Services sector.
  • This is BAMG’s 1st transaction in the United States.
  • This is BAMG’s 1st transaction in Colorado.

M&A Deal Summary

Date 2025-07-10
Target Jackson Creek Investment Advisors - Financial Planning and Wealth Management Division
Sector Financial Services
Buyer(s) BAMG
Sellers(s) Jackson Creek Investment Advisors
Deal Type Divestiture

Target

Jackson Creek Investment Advisors - Financial Planning and Wealth Management Division

Castle Rock, Colorado, United States
Jackson Creek Investment Advisors' Financial Planning and Wealth Management Division provided tailored advisory services to high-net-worth individuals. Jackson Creek Investment Advisors' Financial Planning and Wealth Management Division is based in Castle Rock, Colorado.

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Buyer(S) 1

Buyer

BAMG

Chesterfield, Missouri, United States

Category Company
Founded 1992
Sector Financial Services
DESCRIPTION

BAMG provides discretionary and non-discretionary investment advisory services to high-net-worth individuals, trusts, estates, pension plans, charitable organizations, and corporations. BAMG was founded in 1992 and is based in Chesterfield, Missouri.


DEAL STATS #
Overall 1 of 1
Sector: Financial Services M&A 1 of 1
Type: Divestiture M&A Deals 1 of 1
State: Colorado M&A 1 of 1
Country: United States M&A 1 of 1
Year: 2025 M&A 1 of 1

Seller(S) 1

SELLER

Jackson Creek Investment Advisors

Castle Rock, Colorado, United States

Category Company
Founded 2020
Sector Financial Services
DESCRIPTION

Jackson Creek Investment Advisors provides fiduciary services to high-net-worth individuals and institutional clients. Jackson Creek Investment Advisors was founded in 202 and is based in Castle Rock, Colorado.


DEAL STATS #
Overall 1 of 1
Sector: Financial Services M&A 1 of 1
Type: Divestiture M&A Deals 1 of 1
State: Colorado M&A 1 of 1
Country: United States M&A 1 of 1
Year: 2025 M&A 1 of 1