M&A Deal Summary |
|
|---|---|
| Date | 2023-10-03 |
| Target | Align Wealth Management |
| Sector | Financial Services |
| Buyer(s) | Edelman Financial Engines |
| Deal Type | Add-on Acquisition |
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| Category | Company |
|---|---|
| Founded | 1986 |
| Sector | Financial Services |
| Revenue | 311M USD (2015) |
Edelman Financial Engines is a financial planning and investment management firm. Edelman Financial Engines was founded in 1986 and is based in Boston, Massachusetts.
| DEAL STATS | # |
|---|---|
| Overall | 7 of 11 |
| Sector: Financial Services M&A | 5 of 6 |
| Type: Add-on Acquisition M&A Deals | 6 of 10 |
| State: Oklahoma M&A | 1 of 1 |
| Country: United States M&A | 6 of 10 |
| Year: 2023 M&A | 2 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-02-15 |
Distrito Relações Governamentais
Brasília, Brazil Distrito Relações Governamentais is a full-service consultancy firm that provides integrated government relations services to public and private stakeholders. Distrito Relações Governamentais was founded in 2017 and is based in Brasília, Brazil. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-11-16 |
PRW Wealth Management
Quincy, Massachusetts, United States PRW Wealth Management is a Registered Investment Advisor that provides a comprehensive range of wealth management capabilities, with a focus on strategic planning, investment management, and the transfer of wealth. It manages over $500 million in assets under management (AUM) for approximately 200 clients, including individuals, families, endowments and foundations, and business owners. PRW Wealth Management is based in Quincy, Massachusetts. |
Buy | - |
