M&A Deal Summary

Mirador Acquires Fusion Financial Partners

On February 7, 2023, Mirador acquired financial services company Fusion Financial Partners

Acquisition Highlights
  • This is Mirador’s 1st transaction in the Financial Services sector.
  • This is Mirador’s 1st transaction in the United States.
  • This is Mirador’s 1st transaction in California.

M&A Deal Summary

Date 2023-02-07
Target Fusion Financial Partners
Sector Financial Services
Buyer(s) Mirador
Deal Type Add-on Acquisition

Target

Fusion Financial Partners

Carlsbad, California, United States
Fusion Financial Partners is a full-service agency dedicated to the Registered Investment Advisor (RIA) industry. Fusion Financial Partners was founded in 2017 and is based in Carlsbad, California.

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Buyer(S) 1

Buyer

Mirador

Stamford, Connecticut, United States

Category Company
Founded 2015
Sector Information Technology
DESCRIPTION

Mirador is a managed services partner that combines powerful data science and deep financial expertise to provide best-of-breed financial reporting services, middle office services, and technology solutions and products to the U/HNW wealth management industry. Mirador was founded in 2015 and is based is in Stamford, Connecticut.


DEAL STATS #
Overall 1 of 1
Sector: Financial Services M&A 1 of 1
Type: Add-on Acquisition M&A Deals 1 of 1
State: California M&A 1 of 1
Country: United States M&A 1 of 1
Year: 2023 M&A 1 of 1