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M&A Deal Summary

Brixey & Meyer Acquires Panoptica Financial

On October 30, 2023, Brixey & Meyer acquired financial services company Panoptica Financial

Acquisition Highlights
  • This is Brixey & Meyer’s 1st transaction in the Financial Services sector.
  • This is Brixey & Meyer’s 5th transaction in the United States.
  • This is Brixey & Meyer’s 5th transaction in Ohio.

M&A Deal Summary
Date 2023-10-30
Target Panoptica Financial
Sector Financial Services
Buyer(s) Brixey & Meyer
Deal Type Add-on Acquisition

Target

Panoptica Financial

Loveland, Ohio, United States
Panoptica Financial offers full-service tax prep and accounting services. Panoptica Financial is based in Loveland, Ohio.

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Buyer(S) 1

Buyer

Brixey & Meyer

Miamisburg, Ohio, United States
Category Company
Founded 2002
Sector Business Services
DESCRIPTION

Brixey & Meyer, Inc. is a public accounting and consulting firm offering assurance, state and local tax services.

DEAL STATS #
Overall 5 of 5
Sector: Financial Services M&A 1 of 1
Type: Add-on Acquisition M&A Deals 5 of 5
State: Ohio M&A 5 of 5
Country: United States M&A 5 of 5
Year: 2023 M&A 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2020-10-14 LAMP CFO & Accounting Services

Galena, Ohio, United States

LAMP CFO & Accounting Services is a provider of accounting services. LAMP CFO & Accounting Services is based in Galena, Ohio.

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