Explore All 10010 Add-on Acquisition Business Services Deals - Search the Database Free
M&A Deal Summary |
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|---|---|
| Date | February 14, 2024 |
| Target | Robert Gordon & Associates |
| Sector | Business Services |
| Buyer(s) | Berger Financial Group |
| Deal Type | Add-on Acquisition |
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| Category | Company |
|---|---|
| Founded | 1981 |
| Sector | Business Services |
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 Context for Buyer | # |
|---|---|
| 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 |
| 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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