M&A Deal Summary

Kestra Financial Acquires Mooshi Wealth Planning & Management

On December 21, 2023, Kestra Financial acquired financial services company Mooshi Wealth Planning & Management

Acquisition Highlights
  • This is Kestra Financial’s 3rd transaction in the Financial Services sector.
  • This is Kestra Financial’s 5th transaction in the United States.
  • This is Kestra Financial’s 1st transaction in Michigan.

M&A Deal Summary
Date 2023-12-21
Target Mooshi Wealth Planning & Management
Sector Financial Services
Buyer(s) Kestra Financial
Deal Type Add-on Acquisition

Target

Mooshi Wealth Planning & Management

Novi, Michigan, United States
Mooshi Wealth Planning & Management is a wealth and asset management firm focused on a serving a variety of clients. The Company is based in Novi, Michigan.

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Buyer(S) 1

Buyer

Kestra Financial

Austin, Texas, United States
Category Company
Founded 1997
Sector Financial Services
DESCRIPTION

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 5 of 5
Sector (Financial Services) 3 of 3
Type (Add-on Acquisition) 3 of 3
State (Michigan) 1 of 1
Country (United States) 5 of 5
Year (2023) 2 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2023-10-24 Catalyst Retirement Solutions

Ogden, Utah, United States

Catalyst Retirement Solutions offers a wide range of financial planning services for clients at various stages of life, the firm is dedicated to providing premier, individualized service. Catalyst Retirement Solutions is based in Ogden, Utah.

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