M&A Deal Summary |
|
|---|---|
| Date | 2025-06-26 |
| Target | AMP Wealth Management |
| Sector | Financial Services |
| Buyer(s) | Merit Financial Advisors |
| Deal Type | Add-on Acquisition |
SEARCH BY
| Category | Company |
|---|---|
| Founded | 1998 |
| Sector | Financial Services |
Merit Financial Advisors is a financial advisory firm that specializes in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating life transition. Merit Financial Advisors was founded in 1998 and is based in Alpharetta, Georgia.
| DEAL STATS | # |
|---|---|
| Overall | 9 of 13 |
| Sector: Financial Services M&A | 8 of 12 |
| Type: Add-on Acquisition M&A Deals | 8 of 12 |
| State: Wisconsin M&A | 2 of 3 |
| Country: United States M&A | 9 of 13 |
| Year: 2025 M&A | 2 of 6 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-04-29 |
Safeguard Wealth Management
Green Bay, Wisconsin, United States Safeguard Wealth Management is a fully virtual financial planning firm, specializes in retirement, income, investment, and legacy planning. Safeguard Wealth Management is based in Green Bay, Wisconsin. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-08-26 |
Global Wealth Advisors
Lewisville, Texas, United States Global Wealth Advisors provides comprehensive financial planning and investment management services. Global Wealth Advisors is based in Lewisville, Texas. |
Buy | - |
