M&A Deal Summary |
|
|---|---|
| Date | 2022-04-05 |
| Target | Tedstrom Wealth Advisors |
| 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 | 3 of 13 |
| Sector: Financial Services M&A | 3 of 12 |
| Type: Add-on Acquisition M&A Deals | 3 of 12 |
| State: Colorado M&A | 2 of 2 |
| Country: United States M&A | 3 of 13 |
| Year: 2022 M&A | 2 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-04-05 |
I.M. Wealth Care
Greenwood Village, Colorado, United States I.M. Wealth Care specializes in financial planning, investment management, and business consulting, including the design and management of company retirement plans. I.M. Wealth Care was founded in 2004 and is based in Greenwood Village, Colorado. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-05-09 |
Union
Tulsa, Oklahoma, United States Union specializes in providing financial planning services for small business owners, retirees, medical professionals, and business executives. Union is based in Tulsa, Oklahoma. |
Buy | - |
