M&A Deal Summary |
|
|---|---|
| Date | 2025-12-09 |
| Target | CenterBridge Planning Group |
| Sector | Financial Services |
| Buyer(s) | Independent Financial Partners |
| Sellers(s) | Commonwealth Financial Network |
| Deal Type | Divestiture |
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| Category | Company |
|---|---|
| Sector | Financial Services |
Independent Financial Partners is a financial-services platform that provides advisors with an open-architecture infrastructure, multi-custodian access, technology-agnostic workflows, and boutique-level, white-glove support. Independent Financial Partners is based in Tampa, Florida.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 1 |
| Sector: Financial Services M&A | 1 of 1 |
| Type: Divestiture M&A Deals | 1 of 1 |
| State: New York M&A | 1 of 1 |
| Country: United States M&A | 1 of 1 |
| Year: 2025 M&A | 1 of 1 |
| Category | Company |
|---|---|
| Sector | Financial Services |
Commonwealth Financial Network provides integrated solutions for independent financial advisors, including investment platforms, compliance, and practice management support. Commonwealth Financial Network is based in Waltham, Massachusetts.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 1 |
| Sector: Financial Services M&A | 1 of 1 |
| Type: Divestiture M&A Deals | 1 of 1 |
| State: New York M&A | 1 of 1 |
| Country: United States M&A | 1 of 1 |
| Year: 2025 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-10-07 |
Vahanian & Associates Financial Planning
Saratoga Springs, New York, United States Vahanian & Associates Financial Planning provides financial planning and investment management services. Vahanian & Associates Financial Planning was founded in 1986 and is based in Saratoga Springs, New York. |
Buy | - |
