M&A Deal Summary |
|
|---|---|
| Date | 2025-10-06 |
| Target | Hasenberg Financial Group |
| 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 | 11 of 11 |
| Sector: Financial Services M&A | 6 of 6 |
| Type: Add-on Acquisition M&A Deals | 10 of 10 |
| State: Wisconsin M&A | 1 of 1 |
| Country: United States M&A | 10 of 10 |
| Year: 2025 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-05-13 |
Soundmark
Kirkland, Washington, United States Soundmark is an investment advisory firm. The company offers financial planning, building diversified portfolios using low-cost, tax-efficient, asset class, and index funds. Soundmark was founded in 2008 and is based in Kirkland, Washington. |
Buy | - |
