M&A Deal Summary |
|
|---|---|
| Date | 2024-02-06 |
| Target | Parker Advisory Group |
| Sector | Business 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 | 15 of 21 |
| Sector: Business Services M&A | 8 of 10 |
| Type: Add-on Acquisition M&A Deals | 15 of 21 |
| State: Utah M&A | 3 of 3 |
| Country: United States M&A | 15 of 21 |
| Year: 2024 M&A | 1 of 5 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-04-05 |
Lehman & DeRafelo
Media, Pennsylvania, United States Lehman & DeRafelo provides multifaceted financial planning and investment management services with a focus on high-net-worth clients. Lehman & DeRafelo was founded in 2018 and is based in Media, Pennsylvania. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-04-02 |
Wacker Wealth Partners
San Luis Obispo, California, United States Wacker Wealth Partners provides fee-only financial planning and investment management services. As a commission-free firm, Wacker Wealth Partners were providing a unique form of financial services back then and one that is still too rare today. Wacker Wealth Partners was founded in 1988 and is based in San Luis Obispo, California. |
Buy | - |
