M&A Deal Summary

Berger Financial Group Acquires Robert Gordon & Associates

On February 14, 2024, Berger Financial Group acquired business services company Robert Gordon & Associates

Acquisition Highlights
  • This is Berger Financial Group’s 2nd transaction in the Business Services sector.
  • This is Berger Financial Group’s 2nd transaction in the United States.
  • This is Berger Financial Group’s 1st transaction in Illinois.

M&A Deal Summary
Date 2024-02-14
Target Robert Gordon & Associates
Sector Business Services
Buyer(s) Berger Financial Group
Deal Type Add-on Acquisition

Target

Robert Gordon & Associates

Springfield, Illinois, United States
Robert Gordon & Associates is an investment management and strategic wealth planning firm that provides financial planning services to help prepare clients for their future retirement in a tax-efficient manner. Robert Gordon & Associates is based in Springfield, Illinois.

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Buyer(S) 1

Buyer

Berger Financial Group

Plymouth, Minnesota, United States
Category Company
Founded 1981
Sector Business Services
DESCRIPTION

Berger Financial Group is a full-service Independent Registered Investment Advisory (RIA) firm. Their dedicated team of more than 40 full-time employees, half being women, possess the qualifications necessary to help reach goals. Offering financial planning, income tax, and portfolio management all under one roof by advisors, the company aims to simplify the complexities of your personal and professional financial life. Berger Financial Group was formed in 1981 and is based in Plymouth, Minnesota.

DEAL STATS #
Overall 2 of 2
Sector (Business Services) 2 of 2
Type (Add-on Acquisition) 2 of 2
State (Illinois) 1 of 1
Country (United States) 2 of 2
Year (2024) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2021-10-18 Dane Holdings

Sun City West, Arizona, United States

Dane Holdings is a financial and tax consultancy firm that offers all-encompassing services for clients. Dane Holdings is based in Scottsdale and Sun City West, Arizona.

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