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M&A Deal Summary

Merit Financial Advisors Acquires Roth Asset Management

On December 17, 2024, Merit Financial Advisors acquired financial services company Roth Asset Management

Acquisition Highlights
  • This is Merit Financial Advisors’ 6th transaction in the Financial Services sector.
  • This is Merit Financial Advisors’ 7th transaction in the United States.
  • This is Merit Financial Advisors’ 1st transaction in Oregon.

M&A Deal Summary
Date 2024-12-17
Target Roth Asset Management
Sector Financial Services
Buyer(s) Merit Financial Advisors
Deal Type Add-on Acquisition

Target

Roth Asset Management

Lake Oswego, Oregon, United States
Roth Asset Management specializes in corporate 401(k) plans, investment advisory, and portfolio management. Roth Asset Management is based in Lake Oswego, Oregon.

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Buyer(S) 1

Buyer

Merit Financial Advisors

Alpharetta, Georgia, United States
Category Company
Founded 1998
Sector Financial Services
DESCRIPTION

Merit Financial Advisors a Georgia-based 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 7 of 7
Sector (Financial Services) 6 of 6
Type (Add-on Acquisition) 6 of 6
State (Oregon) 1 of 1
Country (United States) 7 of 7
Year (2024) 3 of 3
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-12-06 Trinity Financial Partners

Berwyn, Pennsylvania, United States

Trinity Financial Partners is an independent financial planning firm specializing in providing personalized financial planning services, including investment management, retirement planning, legacy planning, risk protection, and charitable giving strategies. Trinity Financial Partners is based in Berwyn, Pennsylvania.

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