M&A Deal Summary |
|
|---|---|
| Date | 2025-01-14 |
| Target | Cassady Schiller |
| Sector | Financial Services |
| Buyer(s) | McGervey Wealth Management |
| Deal Type | Add-on Acquisition |
| Advisor(s) | Houlihan Lokey (Financial) |
SEARCH BY
| Category | Company |
|---|---|
| Founded | 2003 |
| Sector | Financial Services |
McGervey Wealth Management is a wealth management firm that provides proactive service and advice for select families and business owners nationally. It helps clients to make informed decisions through education, communication, and service which exceeds their expectations. McGervey Wealth Management was formed in 2003 and is based in Canton, Ohio.
| 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: Ohio M&A | 1 of 1 |
| Country: United States M&A | 1 of 1 |
| Year: 2025 M&A | 1 of 1 |
