M&A Deal Summary |
|
|---|---|
| Date | 2023-06-06 |
| Target | The Retirement Planning Group |
| Sector | Financial Services |
| Buyer(s) | Cetera |
| Deal Type | Add-on Acquisition |
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| Category | Company |
|---|---|
| Founded | 2010 |
| Sector | Financial Services |
Cetera is a network of independent firms empowering the delivery of professional financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera was founded in 2010 and is based in El Segundo, California.
| DEAL STATS | # |
|---|---|
| Overall | 5 of 7 |
| Sector (Financial Services) | 5 of 7 |
| Type (Add-on Acquisition) | 3 of 5 |
| State (Kansas) | 1 of 1 |
| Country (United States) | 4 of 6 |
| Year (2023) | 2 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-01-25 |
Securian Financial Group s Retail Wealth Business
St. Paul, Minnesota, United States Securian Financial Group's Retail Wealth Business provides financial advice to individuals and businesses across the country through trusted financial advisors and financial institutions. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-08-03 |
Powell Financial Partners
Georgetown, Texas, United States Powell Financial Partners provides independent financial advice and real-world financial planning and wealth management solutions. Powell Financial Partners was founded in 1979 and is based in Georgetown, Texas. |
Buy | - |
