M&A Deal Summary

Choreo Acquires GreerWalker Wealth

On December 12, 2022, Choreo acquired financial services company GreerWalker Wealth from GreerWalker

Acquisition Highlights
  • This is Choreo’s 1st transaction in the Financial Services sector.
  • This is Choreo’s 2nd transaction in the United States.
  • This is Choreo’s 1st transaction in North Carolina.

M&A Deal Summary
Date 2022-12-12
Target GreerWalker Wealth
Sector Financial Services
Buyer(s) Choreo
Sellers(s) GreerWalker
Deal Type Divestiture

Target

GreerWalker Wealth

Charlotte, North Carolina, United States
GreerWalker Wealth is registered as an investment adviser served high net worth individuals and retirement plans with approximately $275 million under management or advisement. GreerWalker Wealth offers to its clients (individuals, high net-worth individuals, pension and profit-sharing plans, charitable organizations, etc.) portfolio management services, financial planning services, financial consulting services, and retirement plan services. GreerWalker Wealth is based in Charlotte, North Carolina.

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Buyer(S) 1

Buyer

Choreo

Indianapolis, Indiana, United States
Category Company
Founded 2008
Sector Business Services
DESCRIPTION

Choreo is a change management consulting firm that transforms workplaces into spaces that foster increased productivity, cost containment and improved effectiveness. Choreo was founded in 2008 and is based in Indianapolis, Indiana.

DEAL STATS #
Overall 2 of 3
Sector (Financial Services) 1 of 1
Type (Divestiture) 1 of 2
State (North Carolina) 1 of 1
Country (United States) 2 of 3
Year (2022) 2 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-11-03 Enso Wealth

Petaluma, California, United States

Enso Wealth provides individuals and other types of clients with a wide array of investment advisory services. The firm offers individualized investment advice to clients utilizing its Comprehensive Portfolio Management service. Additionally, the firm offers general investment advice to clients utilizing its Financial Planning & Consulting and Pension Consulting services. Enso Wealth is based in Petaluma, California.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2023-11-01 BDO USA - Wealth Management Business

Chicago, Illinois, United States

BDO USA's Wealth Management Business will help translating wealth into fulfillment for clients. BDO USA's Wealth Management Business is based in Chicago, Illinois.

Buy -

Seller(S) 1

SELLER

GreerWalker

Charlotte, North Carolina, United States
Category Company
Sector Financial Services
DESCRIPTION

GreerWalker provides tax, accounting, and advisory services focused on the needs of privately held middle-market companies and their owners throughout the US and around the globe. GreerWalker is based in Charlotte, North Carolina.

DEAL STATS #
Overall 1 of 1
Sector (Financial Services) 1 of 1
Type (Divestiture) 1 of 1
State (North Carolina) 1 of 1
Country (United States) 1 of 1
Year (2022) 1 of 1
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