M&A Deal Summary |
|
|---|---|
| Date | 2025-03-04 |
| Target | Holben Group |
| 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 STATS | # |
|---|---|
| Overall | 20 of 22 |
| Sector: Business Services M&A | 9 of 10 |
| Type: Add-on Acquisition M&A Deals | 20 of 22 |
| State: Colorado M&A | 1 of 1 |
| Country: United States M&A | 20 of 22 |
| Year: 2025 M&A | 1 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-11-04 |
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. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-06-04 |
Buffington Mohr McNeal
Boise, Idaho, United States Buffington Mohr McNeal provides wealth management advisory services offerings including financial planning, investment management, retirement planning, and estate planning, all tailored to address the diverse financial needs of its clients. Buffington Mohr McNeal is based in Boise, Idaho. |
Buy | - |
