M&A Deal Summary |
|
|---|---|
| Date | 2025-09-04 |
| Target | Public Safety Financial/Galloway |
| 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 | 7 of 7 |
| Sector: Financial Services M&A | 7 of 7 |
| Type: Add-on Acquisition M&A Deals | 7 of 7 |
| State: Arizona M&A | 1 of 1 |
| Country: United States M&A | 7 of 7 |
| Year: 2025 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-12-10 |
Fiser Group
Lenexa, Kansas, United States Fiser Group is a hybrid tax, accounting and wealth management firm providing comprehensive tax planning, preparation and financial planning services to families, individuals and businesses. Fiser Group was founded in 1993 and is based in Lenexa, Kansas. |
Buy | - |
