M&A Deal Summary

Johnson Investment Counsel Acquires Mead Adam

On April 21, 2009, Johnson Investment Counsel acquired financial services company Mead Adam

Acquisition Highlights
  • This is Johnson Investment Counsel’s 1st transaction in the Financial Services sector.
  • This is Johnson Investment Counsel’s 1st transaction in the United States.
  • This is Johnson Investment Counsel’s 1st transaction in Ohio.

M&A Deal Summary
Date 2009-04-21
Target Mead Adam
Sector Financial Services
Buyer(s) Johnson Investment Counsel
Deal Type Add-on Acquisition
Advisor(s) Cambridge International Partners LLC (Financial)

Target

Mead Adam

Dayton, Ohio, United States
Mead, Adam, & Co., Inc. manages balanced portfolios on a discretionary basis for individuals, trusts, pension and profit sharing plans, charitable organizations, foundations, endowments and corporations.

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Buyer(S) 1

Buyer

Johnson Investment Counsel

Cincinnati, Ohio, United States
Category Company
Sector Financial Services
DESCRIPTION

Johnson Investment Counsel, Inc. wealth management firm, managing more than $4 billion in assets. Johnson Investment Counsel, Inc. is an employee-owned firm, offering a full range of fee-based wealth management services, including investment portfolios, education and retirement planning, cash management, estate planning, trust services, charitable giving, mutual funds, 401(k) plans, IRA’s and more.

DEAL STATS #
Overall 1 of 2
Sector (Financial Services) 1 of 2
Type (Add-on Acquisition) 1 of 2
State (Ohio) 1 of 2
Country (United States) 1 of 2
Year (2009) 1 of 1
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2017-08-16 Magis Wealth Planning

Brecksville, Ohio, United States

Magis Wealth Planning is a provider of wealth planning services, tax planning, and investment counsel. Magis Wealth Planning is based in Brecksville, Ohio.

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