M&A Deal Summary

EP Wealth Advisors Acquires NewFocus Financial Group

On January 19, 2021, EP Wealth Advisors acquired financial services company NewFocus Financial Group

Acquisition Highlights
  • This is EP Wealth Advisors’ 2nd transaction in the Financial Services sector.
  • This is EP Wealth Advisors’ 7th transaction in the United States.
  • This is EP Wealth Advisors’ 2nd transaction in Washington.

M&A Deal Summary
Date 2021-01-19
Target NewFocus Financial Group
Sector Financial Services
Buyer(s) EP Wealth Advisors
Deal Type Add-on Acquisition

Target

NewFocus Financial Group

Vancouver, Washington, United States
NewFocus Financial Group LLC specializes in helping clients build, maintain and preserve wealth, and provides comprehensive financial planning and investment management services for wealthy individuals and families, business owners, trusts, and retirement and pension plans. NewFocus Financial Group is based in Vancouver, Washington.

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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 7 of 19
Sector (Financial Services) 2 of 11
Type (Add-on Acquisition) 7 of 19
State (Washington) 2 of 2
Country (United States) 7 of 19
Year (2021) 1 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2020-11-18 Harris Financial Advisors

Torrance, California, United States

Harris Financial Advisors, Inc. is a comprehensive wealth management firm committed to helping our clients improve their long-term financial success. Harris customized programs are designed to grow and conserve our clients’ wealth by delivering an unprecedented level of personalized service. Harris Financial Advisors was founded in 1992 and is based in Torrance, California.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2021-08-27 Homewood Capital Management

Danville, California, United States

Homewood Capital Management provides customized and comprehensive financial planning services to high-net-worth individuals and families. Homewood Capital Management was founded in 1994 and is based in Danville, California.

Buy -
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