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  6. Callahan Financial Planning Co. Acquires Gary A. Dossick & Associates

M&A Deal Summary

Callahan Financial Planning Co. Acquires Gary A. Dossick & Associates

On June 12, 2019, Callahan Financial Planning Co. acquired business services company Gary A. Dossick & Associates

Acquisition Highlights
  • This is Callahan Financial Planning Co.’s 1st transaction in the Business Services sector.
  • This is Callahan Financial Planning Co.’s 1st transaction in the United States.
  • This is Callahan Financial Planning Co.’s 1st transaction in California.

M&A Deal Summary
Date 2019-06-12
Target Gary A. Dossick & Associates
Sector Business Services
Buyer(s) Callahan Financial Planning Co.
Deal Type Add-on Acquisition

Target

Gary A. Dossick & Associates

San Rafael, California, United States
Gary A. Dossick & Associates, Inc. is a provider of investment management, tax planning and preparation, and estate and retirement planning services to professionals, business owners, educators, and retirees.

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Buyer(S) 1

Buyer

Callahan Financial Planning Co.

Omaha, Nebraska, United States
Category Company
Founded 2010
Sector Business Services
DESCRIPTION

Callahan Financial Planning Co. is a fee-only personal financial planning and investment management company. With offices in Omaha, Nebraska and San Rafael, California, Callahan provides services as legal fiduciaries, without selling investment or insurance products. Instead, clients work with Callahan Financial Planning to create a personal financial plan for their future, independent of any other financial institutions.

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: California M&A 1 of 1
Country: United States M&A 1 of 1
Year: 2019 M&A 1 of 1
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