M&A Deal Summary

Maridea Acquires Hoot Wealth

On August 8, 2025, Maridea acquired business services company Hoot Wealth

Acquisition Highlights
  • This is Maridea’s 1st transaction in the Business Services sector.
  • This is Maridea’s 2nd transaction in the United States.
  • This is Maridea’s 1st transaction in Colorado.

M&A Deal Summary

Date 2025-08-08
Target Hoot Wealth
Sector Business Services
Buyer(s) Maridea
Deal Type Add-on Acquisition

Target

Hoot Wealth

Denver, Colorado, United States
Hoot Wealth is an independent, boutique investment and financial advisory firm that offers flexible investment strategies and bespoke financial plans. Hoot Wealth is based in Denver, Colorado.

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Buyer(S) 1

Buyer

Maridea

Brooklyn, New York, United States

Category Company
Sector Financial Services
DESCRIPTION

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 2
Sector: Business Services M&A 1 of 1
Type: Add-on Acquisition M&A Deals 2 of 2
State: Colorado M&A 1 of 1
Country: United States M&A 2 of 2
Year: 2025 M&A 2 of 2
PREVIOUS DEAL
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.

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