M&A Deal Summary

Merit Financial Advisors Acquires Trinity Financial Partners

On December 6, 2024, Merit Financial Advisors acquired financial services company Trinity Financial Partners

Acquisition Highlights
  • This is Merit Financial Advisors’ 5th transaction in the Financial Services sector.
  • This is Merit Financial Advisors’ 6th transaction in the United States.
  • This is Merit Financial Advisors’ 1st transaction in Pennsylvania.

M&A Deal Summary
Date 2024-12-06
Target Trinity Financial Partners
Sector Financial Services
Buyer(s) Merit Financial Advisors
Deal Type Merger

Target

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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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 6 of 6
Sector (Financial Services) 5 of 5
Type (Merger) 1 of 1
State (Pennsylvania) 1 of 1
Country (United States) 6 of 6
Year (2024) 2 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-03-13 Viren and Associates

Spokane, Washington, United States

Viren and Associates is a provider of financial services. Viren and Associates is based in Spokane, Washington.

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