M&A Deal Summary |
|
|---|---|
| Date | 2023-04-25 |
| Target | Barber Financial Group |
| Sector | Financial Services |
| Buyer(s) | Modern Wealth Management |
| Deal Type | Add-on Acquisition |
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| Category | Company |
|---|---|
| Founded | 1996 |
| Sector | Financial Services |
Modern Wealth Management is a national registered investment advisory firm. Modern Wealth was designed to anticipate the needs of Americans at every stage in life by providing a full suite of wealth management services carried out by a team of experts specializing in financial planning, tax planning and preparation, personal banking, estate planning and more. Modern Wealth Management was founded in 1996 and is based in Lenexa, Kansas.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 5 |
| Sector (Financial Services) | 1 of 5 |
| Type (Add-on Acquisition) | 1 of 5 |
| State (Kansas) | 1 of 1 |
| Country (United States) | 1 of 5 |
| Year (2023) | 1 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-09-05 |
Midwest Financial
Glidden, Iowa, United States Midwest Financial is a financial advisory firm. Midwest Financial’s service offerings include investment and risk management, social security planning, tax planning and strategies, estate planning and other wealth management services. Midwest Financial is based in Glidden, Iowa. |
Buy | - |
