M&A Deal Summary |
|
|---|---|
| Date | 2025-10-14 |
| Target | AHL Investment Management |
| Sector | Financial Services |
| Buyer(s) | Carnegie Investment Counsel |
| Deal Type | Add-on Acquisition |
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| Category | Company |
|---|---|
| Founded | 1974 |
| Sector | Business Services |
Carnegie Investment Counsel is an SEC Registered Investment Adviser (RIA), providing personalized financial guidance to help preserve and grow your wealth. The firm specializes in investment management, financial planning, and corporate retirement plans. Carnegie Investment Counsel was formed in 1974 and is based in Pepper Pike, Ohio.
| DEAL STATS | # |
|---|---|
| Overall | 2 of 2 |
| Sector: Financial Services M&A | 1 of 1 |
| Type: Add-on Acquisition M&A Deals | 2 of 2 |
| State: Florida M&A | 1 of 1 |
| Country: United States M&A | 2 of 2 |
| Year: 2025 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-12-29 |
RiverStone Wealth Management
Plymouth, Wisconsin, United States RiverStone Wealth Management is an independent wealth advisory firm serving high-net-worth individuals, families, and retirement plans. RiverStone specializes in providing customized wealth management services that help their clients achieve their objectives. RiverStone Wealth Management was formed in 2008 and is based in Plymouth, Wisconsin. |
Buy | - |
