M&A Deal Summary |
|
|---|---|
| Date | 2025-11-20 |
| Target | Grandview Partners |
| Sector | Financial Services |
| Buyer(s) | Kestra Financial |
| Deal Type | Add-on Acquisition |
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| Category | Company |
|---|---|
| Founded | 1997 |
| Sector | Financial Services |
Kestra Financial is a provider of independent advisor platforms that empowers sophisticated independent financial professionals, including traditional and hybrid RIAs, to prosper, grow and provide superior client service. Kestra Financial was founded in 1997 and is based in Austin, Texas.
| DEAL STATS | # |
|---|---|
| Overall | 6 of 6 |
| Sector: Financial Services M&A | 4 of 4 |
| Type: Add-on Acquisition M&A Deals | 4 of 4 |
| State: Massachusetts M&A | 1 of 1 |
| Country: United States M&A | 6 of 6 |
| Year: 2025 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-11-04 |
Signature Wealth
Pittsburgh, Pennsylvania, United States Signature Wealth is a wealth management firm offering holistic planning and investment services for individuals, business owners, and multigenerational families. Signature Wealth provides a team-based advisory model covering investment management, tax and estate planning, business consulting, and philanthropic strategies. Signature Wealth was founded in 1991 and is headquartered in Pittsburgh, Pennsylvania. |
Sell | - |
