M&A Deal Summary |
|
|---|---|
| Date | 2025-10-31 |
| Target | Mennenga Tax & Financial |
| Sector | Financial Services |
| Buyer(s) | Merit Financial Advisors |
| Deal Type | Add-on Acquisition |
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| 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 | 12 of 13 |
| Sector: Financial Services M&A | 11 of 12 |
| Type: Add-on Acquisition M&A Deals | 11 of 12 |
| State: Wisconsin M&A | 3 of 3 |
| Country: United States M&A | 12 of 13 |
| Year: 2025 M&A | 5 of 6 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-10-08 |
Obsidian Planning Solutions
Rockville, Maryland, United States Obsidian Planning Solutions specializes in business succession planning and provides sophisticated financial planning for business owners. Obsidian Planning Solutions was founded in 1983 and is based in Rockville, Maryland. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-11-21 |
Blueprint Wealth Advisors
Chicago, Illinois, United States Blueprint Wealth Advisors provides fiduciary financial planning and wealth management services for individuals, families, and business-owner clients. Blueprint Wealth Advisors is based in Chicago, Illinois. |
Buy | - |
