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  6. Mainsail Financial Group Acquires JourneyTree

M&A Deal Summary

Mainsail Financial Group Acquires JourneyTree

On March 3, 2025, Mainsail Financial Group acquired financial services company JourneyTree

Acquisition Highlights
  • This is Mainsail Financial Group’s 1st transaction in the Financial Services sector.
  • This is Mainsail Financial Group’s 1st transaction in the United States.
  • This is Mainsail Financial Group’s 1st transaction in Oregon.

M&A Deal Summary
Date 2025-03-03
Target JourneyTree
Sector Financial Services
Buyer(s) Mainsail Financial Group
Deal Type Add-on Acquisition

Target

JourneyTree

Eugene, Oregon, United States
JourneyTree offers friendly, experienced professionals that provide customized financial plans and wise investment management. JourneyTree was founded in 1993 and is based in Eugene, Oregon.

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Buyer(S) 1

Buyer

Mainsail Financial Group

Bellevue, Washington, United States
Category Company
Founded 2019
Sector Financial Services
DESCRIPTION

Mainsail Financial Group is an independent, fee-only financial advisory firm. Mainsail Financial Group was founded in 2019 and is based in Bellevue, Washington.

DEAL STATS #
Overall 1 of 1
Sector: Financial Services M&A 1 of 1
Type: Add-on Acquisition M&A Deals 1 of 1
State: Oregon M&A 1 of 1
Country: United States M&A 1 of 1
Year: 2025 M&A 1 of 1
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