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  6. Beacon Trust Company Acquires Tirschwell & Loewy

M&A Deal Summary

Beacon Trust Company Acquires Tirschwell & Loewy

On January 22, 2019, Beacon Trust Company acquired financial services company Tirschwell & Loewy

Acquisition Highlights
  • This is Beacon Trust Company’s 3rd transaction in the Financial Services sector.
  • This is Beacon Trust Company’s 3rd transaction in the United States.
  • This is Beacon Trust Company’s 1st transaction in New York.

M&A Deal Summary
Date 2019-01-22
Target Tirschwell & Loewy
Sector Financial Services
Buyer(s) Beacon Trust Company
Deal Type Add-on Acquisition

Target

Tirschwell & Loewy

New York, New York, United States
Tirschwell & Loewy, Inc. is an independent registered investment adviser that provides asset management services to individuals, families, endowments, foundations, retirement accounts and institutions. Tirschwell & Loewy is based in New York, New York.

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Buyer(S) 1

Buyer

Beacon Trust Company

Morristown, New Jersey, United States
Category Company
Founded 1987
Sector Financial Services
DESCRIPTION

Beacon Trust Company is a wealth management firm. Beacon's trust professionals assist with developing an integrated long-term strategy for preserving family wealth, in addition to offering a full range of trust and estate administration services.

DEAL STATS #
Overall 3 of 3
Sector: Financial Services M&A 3 of 3
Type: Add-on Acquisition M&A Deals 2 of 2
State: New York M&A 1 of 1
Country: United States M&A 3 of 3
Year: 2019 M&A 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2015-04-01 The MDE Group

Morristown, New Jersey, United States

The MDE Group, Inc. is a provider of wealth management services in US.

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