M&A Deal Summary

Bluespring Wealth Partners Acquires KDI Wealth Management

On May 16, 2024, Bluespring Wealth Partners acquired business services company KDI Wealth Management

Acquisition Highlights
  • This is Bluespring Wealth Partners’ 1st transaction in the Business Services sector.
  • This is Bluespring Wealth Partners’ 1st transaction in the United States.
  • This is Bluespring Wealth Partners’ 1st transaction in Arizona.

M&A Deal Summary
Date 2024-05-16
Target KDI Wealth Management
Sector Business Services
Buyer(s) Bluespring Wealth Partners
Deal Type Add-on Acquisition

Target

KDI Wealth Management

Scottsdale, Arizona, United States
KDI Wealth Management is a wealth management firm that oversee more than $750 million in client assets. KDI Wealth Management was founded in 2005 and is based in Scottsdale, Arizona.

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Buyer(S) 1

Buyer

Bluespring Wealth Partners

Austin, Texas, United States
Category Company
Sector Business Services
DESCRIPTION

Bluespring Wealth Partners is an acquirer of both independent RIAs and hybrid wealth management firms. It looks to perpetuate and enhance the value it brings its clients, providing continuity and new opportunities. Bluespring Wealth Partners is based in Austin, Texas.

DEAL STATS #
Overall 1 of 2
Sector (Business Services) 1 of 1
Type (Add-on Acquisition) 1 of 2
State (Arizona) 1 of 1
Country (United States) 1 of 2
Year (2024) 1 of 2
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2024-07-18 Shelton Financial Group

Fort Wayne, Indiana, United States

Shelton Financial Group is a financial advisory firm that offers various financial planning and investment management services. Shelton Financial Group is based in Fort Wayne, Indiana.

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