M&A Deal Summary |
|
|---|---|
| Date | 2024-11-04 |
| Target | Gather Financial Planning |
| Sector | Financial Services |
| Buyer(s) | EP Wealth Advisors |
| Deal Type | Add-on Acquisition |
SEARCH BY
| 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 STATS | # |
|---|---|
| Overall | 19 of 21 |
| Sector: Financial Services M&A | 11 of 11 |
| Type: Add-on Acquisition M&A Deals | 19 of 21 |
| State: Maine M&A | 1 of 1 |
| Country: United States M&A | 19 of 21 |
| Year: 2024 M&A | 5 of 5 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-11-04 |
Riley Private Client
Graham, Texas, United States Riley Private Client specializes in wealth management and financial planning for high-net-worth individuals and families. Riley Private Client is based in Graham, Texas. |
Buy | - |
| 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 | - |
