M&A Deal Summary

Bluespring Wealth Partners Acquires Shelton Financial Group

On July 18, 2024, Bluespring Wealth Partners acquired financial services company Shelton Financial Group

Acquisition Highlights
  • This is Bluespring Wealth Partners’ 1st transaction in the Financial Services sector.
  • This is Bluespring Wealth Partners’ 2nd transaction in the United States.
  • This is Bluespring Wealth Partners’ 1st transaction in Indiana.

M&A Deal Summary
Date 2024-07-18
Target Shelton Financial Group
Sector Financial Services
Buyer(s) Bluespring Wealth Partners
Deal Type Add-on Acquisition

Target

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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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 2 of 2
Sector (Financial Services) 1 of 1
Type (Add-on Acquisition) 2 of 2
State (Indiana) 1 of 1
Country (United States) 2 of 2
Year (2024) 2 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-05-16 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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