M&A Deal Summary |
|
|---|---|
| Date | 2025-10-08 |
| Target | Obsidian Planning Solutions |
| 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 | 11 of 13 |
| Sector: Financial Services M&A | 10 of 12 |
| Type: Add-on Acquisition M&A Deals | 10 of 12 |
| State: Maryland M&A | 1 of 1 |
| Country: United States M&A | 11 of 13 |
| Year: 2025 M&A | 4 of 6 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-08-26 |
Global Wealth Advisors
Lewisville, Texas, United States Global Wealth Advisors provides comprehensive financial planning and investment management services. Global Wealth Advisors is based in Lewisville, Texas. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-10-31 |
Mennenga Tax & Financial
Madison, Wisconsin, United States Mennenga Tax & Financial provides tax preparation, financial planning, investment management, and insurance services for individuals and businesses. Mennenga Tax & Financial was founded in 1988 and is based in Madison, Wisconsin. |
Buy | - |
