M&A Deal Summary

Merit Financial Advisors Acquires Union

On May 9, 2022, Merit Financial Advisors acquired business services company Union

Acquisition Highlights
  • This is Merit Financial Advisors’ 1st transaction in the Business Services sector.
  • This is Merit Financial Advisors’ 4th transaction in the United States.
  • This is Merit Financial Advisors’ 1st transaction in Oklahoma.

M&A Deal Summary
Date 2022-05-09
Target Union
Sector Business Services
Buyer(s) Merit Financial Advisors
Deal Type Add-on Acquisition

Target

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.

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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 4 of 6
Sector (Business Services) 1 of 1
Type (Add-on Acquisition) 4 of 5
State (Oklahoma) 1 of 1
Country (United States) 4 of 6
Year (2022) 3 of 3
PREVIOUS DEAL
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 -
FOLLOWING 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.

Buy -
Mergr

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