M&A Deal Summary |
|
|---|---|
| Date | 2024-03-13 |
| Target | Viren and Associates |
| 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 | 5 of 13 |
| Sector: Financial Services M&A | 4 of 12 |
| Type: Add-on Acquisition M&A Deals | 5 of 12 |
| State: Washington M&A | 1 of 1 |
| Country: United States M&A | 5 of 13 |
| Year: 2024 M&A | 1 of 3 |
| 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 | - |
| 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. |
Buy | - |
