M&A Deal Summary |
|
|---|---|
| Date | 2025-06-26 |
| Target | Halifax Wealth Management of Raymond James |
| Sector | Financial Services |
| Buyer(s) | CrossleyShear Wealth Management |
| Deal Type | Merger |
SEARCH BY
| Category | Company |
|---|---|
| Founded | 1998 |
| Sector | Financial Services |
CrossleyShear Wealth Management is a financial planning team dedicated to helping provide clients and families with innovative financial solutions and wealth management strategies. CrossleyShear Wealth Management was founded in 1998 and is based in Heathrow, Florida.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 1 |
| Sector: Financial Services M&A | 1 of 1 |
| Type: Merger M&A Deals | 1 of 1 |
| State: Florida M&A | 1 of 1 |
| Country: United States M&A | 1 of 1 |
| Year: 2025 M&A | 1 of 1 |
