M&A Deal Summary |
|
|---|---|
| Date | 2025-08-08 |
| Target | Hoot Wealth |
| Sector | Business Services |
| Buyer(s) | Maridea |
| Deal Type | Add-on Acquisition |
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Maridea provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and institutional entities. Maridea is based in Brooklyn, New York.
| DEAL STATS | # |
|---|---|
| Overall | 2 of 3 |
| Sector: Business Services M&A | 1 of 2 |
| Type: Add-on Acquisition M&A Deals | 2 of 3 |
| State: Colorado M&A | 1 of 1 |
| Country: United States M&A | 2 of 3 |
| Year: 2025 M&A | 2 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-07-17 |
Pinnacle Wealth Management
Chicago, Illinois, United States Pinnacle Wealth Management provides comprehensive financial planning and investment management services to individuals, families, and businesses. Pinnacle Wealth Management is based in Chicago, Illinois. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-12-22 |
Hyperion Accounting Group
Simi Valley, California, United States Hyperion Accounting Group is an accounting and CPA services firm that provides tax preparation, audit assistance, financial reporting, bookkeeping, and financial planning services for individuals and businesses across various industries. Hyperion Accounting Group was founded in 2025 and is based in Simi Valley, California. |
Buy | - |
