M&A Deal Summary

Bronfman E.L. Rothschild Acquires Lake Country Wealth Management

On April 30, 2015, Bronfman E.L. Rothschild acquired business services company Lake Country Wealth Management

Acquisition Highlights
  • This is Bronfman E.L. Rothschild’s 1st transaction in the Business Services sector.
  • This is Bronfman E.L. Rothschild’s 1st transaction in the United States.
  • This is Bronfman E.L. Rothschild’s 1st transaction in Wisconsin.

M&A Deal Summary

Date 2015-04-30
Target Lake Country Wealth Management
Sector Business Services
Buyer(s) Bronfman E.L. Rothschild
Deal Type Add-on Acquisition

Target

Lake Country Wealth Management

Delafield, Wisconsin, United States
Lake Country Wealth Management is a provider of an integrated fee-for-service financial planning advice, insurance solutions services.

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Buyer(S) 1

Buyer

Bronfman E.L. Rothschild

Madison, Wisconsin, United States

Category Company
Sector Business Services
DESCRIPTION

Bronfman E.L. Rothschild is a wealth management advisory company.


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: Wisconsin M&A 1 of 1
Country: United States M&A 1 of 1
Year: 2015 M&A 1 of 1