M&A Deal Summary

Brighton Securities Acquires Worth Considering

On June 29, 2021, Brighton Securities acquired business services company Worth Considering

Acquisition Highlights
  • This is Brighton Securities’ 1st transaction in the Business Services sector.
  • This is Brighton Securities’ 1st transaction in the United States.
  • This is Brighton Securities’ 1st transaction in New York.

M&A Deal Summary

Date 2021-06-29
Target Worth Considering
Sector Business Services
Buyer(s) Brighton Securities
Deal Type Add-on Acquisition

Target

Worth Considering

Rochester, New York, United States
Worth Considering is a fee-only investment advisory firm that advises clients across the spectrum of the investment lifecycle, with a focus on wealth consolidation during the transition to retirement, and sustainable distributions throughout retirement. Worth Considering's investment approach is built around the use of index-based mutual funds and exchange-traded funds that are designed to capture market returns efficiently. Worth Considering was formed in 2011 and is based in Rochester, New York.

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Buyer(S) 1

Buyer

Brighton Securities

Rochester, New York, United States

Category Company
Founded 1969
Sector Financial Services
DESCRIPTION

Brighton Securities is an employee-owned financial services firm, is headquartered in Rochester, NY with branch offices throughout Upstate NY, Florida, Ohio, North Carolina, and New Mexico. The company focuses on enabling advisors to focus on what is important: their clients. As part of that mission, its dedicated marketing team works with each of our advisors to craft a personalized marketing campaign to strategically target their specific pool of prospects. Brighton Securities was formed in 1969 and is based in Rochester, New York.


DEAL STATS #
Overall 1 of 1
Sector: Business Services M&A 1 of 1
Type: Add-on Acquisition M&A Deals 1 of 1
State: New York M&A 1 of 1
Country: United States M&A 1 of 1
Year: 2021 M&A 1 of 1