Explore All 10017 Add-on Acquisition Business Services Deals - Search the Database Free
M&A Deal Summary |
|
|---|---|
| Date | June 4, 2025 |
| Target | Buffington Mohr McNeal |
| Sector | Business Services |
| Buyer(s) | EP Wealth Advisors |
| Deal Type | Add-on Acquisition |
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| Category | Company |
|---|---|
| Founded | 2004 |
| Sector | Business Services |
EP Wealth Advisors is a fee-only registered investment adviser and financial planning firm manages more than $4 billion in AUM as of March 31, 2019, and provides client-centric financial planning and investment management services to individuals and businesses. EP Wealth Advisors was founded in 2004 and is based in Torrance, California.
| Deal Context for Buyer | # |
|---|---|
| Overall | 21 of 22 |
| Sector: Business Services | 10 of 10 |
| Type: Add-on Acquisition | 21 of 22 |
| State: Idaho | 1 of 1 |
| Country: United States | 21 of 22 |
| Year: 2025 | 2 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-03-04 |
Holben Group
Denver, Colorado, United States Holben Group provides comprehensive wealth advisory solutions to high-net-worth families and individuals at any stage of their life. Holben Group was formed in 2006 and is headquartered in Denver Colorado. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-12-16 |
Clearview Wealth Advisors
Columbia, Maryland, United States Clearview Wealth Advisors is an investment advisory firm that provides wealth management, financial planning, and portfolio management services to individuals, families, and institutions. Clearview Wealth Advisors is based in Columbia, Maryland. |
Buy | - |
