M&A Deal Summary

EP Wealth Advisors Acquires Parker Advisory Group

On February 6, 2024, EP Wealth Advisors acquired business services company Parker Advisory Group

Acquisition Highlights
  • This is EP Wealth Advisors’ 8th transaction in the Business Services sector.
  • This is EP Wealth Advisors’ 15th transaction in the United States.
  • This is EP Wealth Advisors’ 3rd transaction in Utah.

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

Target

Parker Advisory Group

Saint George, Utah, United States
Parker Advisory Group provides financial planning and investment advisory services to clients primarily in the Utah and Nevada regions. Parker Advisory Group is based in Saint George, Utah.

Search 201,292 Deals Now

SEARCH BY

  • Buyer Type (PE or Strategic)
  • Deal Size ($10M to $10B+)
  • Sector (60 Sectors)
  • Deal Type
  • Geography
  • & More

Try For Free 7-Day Free Trial

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 15 of 19
Sector (Business Services) 8 of 8
Type (Add-on Acquisition) 15 of 19
State (Utah) 3 of 3
Country (United States) 15 of 19
Year (2024) 1 of 5
PREVIOUS DEAL
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 -
FOLLOWING DEAL
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 -
Mergr

Product

Company

Legal