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  6. EP Wealth Advisors Acquires Holben Group

M&A Deal Summary

EP Wealth Advisors Acquires Holben Group

On March 4, 2025, EP Wealth Advisors acquired business services company Holben Group

Acquisition Highlights
  • This is EP Wealth Advisors’ 9th transaction in the Business Services sector.
  • This is EP Wealth Advisors’ 20th transaction in the United States.
  • This is EP Wealth Advisors’ 1st transaction in Colorado.

M&A Deal Summary
Date 2025-03-04
Target Holben Group
Sector Business Services
Buyer(s) EP Wealth Advisors
Deal Type Add-on Acquisition

Target

Holben Group

Denver, Colorado, United States
Holben Group provides comprehensive wealth advisory solutions to high-net-worth families and individuals at any stage of their life. Holben Group was formed in 2006 and is headquartered in Denver Colorado.

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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 20 of 20
Sector (Business Services) 9 of 9
Type (Add-on Acquisition) 20 of 20
State (Colorado) 1 of 1
Country (United States) 20 of 20
Year (2025) 1 of 1
PREVIOUS DEAL
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.

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