M&A Deal Summary

Elite Consulting Partners Acquires Advisors Successions

On December 1, 2023, Elite Consulting Partners acquired financial services company Advisors Successions

Acquisition Highlights
  • This is Elite Consulting Partners’ 1st transaction in the Financial Services sector.
  • This is Elite Consulting Partners’ 1st transaction in the United States.
  • This is Elite Consulting Partners’ 1st transaction in New York.

M&A Deal Summary

Date 2023-12-01
Target Advisors Successions
Sector Financial Services
Buyer(s) Elite Consulting Partners
Deal Type Add-on Acquisition

Target

Advisors Successions

Port Jefferson, New York, United States
Advisors Successions is a firm specializing in matching qualified buyers and sellers within the financial services industry interested in succession and growth opportunities. Advisors Successions is based in Port Jefferson, New York.

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Buyer(S) 1

Buyer

Elite Consulting Partners

Moorestown, New Jersey, United States

Category Company
Sector Financial Services
DESCRIPTION

Elite Consulting Partners is a financial services transition and business consulting firm that offers a platform that enables financial advisors to grow and monetize their practices. Elite Consulting Partners is based in Moorestown, New Jersey.


DEAL STATS #
Overall 1 of 1
Sector: Financial Services M&A 1 of 1
Type: Add-on Acquisition M&A Deals 1 of 1
State: New York M&A 1 of 1
Country: United States M&A 1 of 1
Year: 2023 M&A 1 of 1