M&A Deal Summary

EP Wealth Advisors Acquires Gather Financial Planning

On November 4, 2024, EP Wealth Advisors acquired financial services company Gather Financial Planning

Acquisition Highlights
  • This is EP Wealth Advisors’ 11th transaction in the Financial Services sector.
  • This is EP Wealth Advisors’ 19th transaction in the United States.
  • This is EP Wealth Advisors’ 1st transaction in Maine.

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

Target

Gather Financial Planning

Falmouth, Maine, United States
Gather Financial Planning specializes in personalized financial advisory services, focusing on retirement planning, investment management, and comprehensive financial goal-setting. Gather Financial Planning is based in Falmouth, Maine.

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Buyer(S) 1

Buyer

EP Wealth Advisors

Torrance, California, United States
Category Company
Founded 2004
Sector Business Services
DESCRIPTION

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 19
Sector (Financial Services) 11 of 11
Type (Add-on Acquisition) 19 of 19
State (Maine) 1 of 1
Country (United States) 19 of 19
Year (2024) 5 of 5
PREVIOUS DEAL
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.

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