1. Home >
  2. M&A >
  3. Add-on Acquisition >
  4. United States >
  5. Pennsylvania >
  6. Informed Family Acquires Strategic Wealth Advisory

M&A Deal Summary

Informed Family Acquires Strategic Wealth Advisory

On July 12, 2022, Informed Family acquired business services company Strategic Wealth Advisory

Acquisition Highlights
  • This is Informed Family’s 1st transaction in the Business Services sector.
  • This is Informed Family’s 1st transaction in the United States.
  • This is Informed Family’s 1st transaction in Pennsylvania.

M&A Deal Summary
Date 2022-07-12
Target Strategic Wealth Advisory
Sector Business Services
Buyer(s) Informed Family
Deal Type Add-on Acquisition

Target

Strategic Wealth Advisory

Birdsboro, Pennsylvania, United States
Strategic Wealth Advisory is an independent financial advisory and planning firm, based in Birdsboro, Pennsylvania.

Search 214,503 Deals Now

SEARCH BY

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

Try Free

Buyer(S) 1

Buyer

Informed Family

Norristown, Pennsylvania, United States
Category Company
Founded 2001
Sector Financial Services
DESCRIPTION

Informed Family is a financial planning and wealth management firm with offices in Norristown and Pottstown. Informed Family was founded in 2001 and is based in Norristown, Pennsylvania.

DEAL STATS #
Overall 1 of 1
Sector: Business Services M&A 1 of 1
Type: Add-on Acquisition M&A Deals 1 of 1
State: Pennsylvania M&A 1 of 1
Country: United States M&A 1 of 1
Year: 2022 M&A 1 of 1
Mergr

Solution for

Product

Company

Legal