M&A Deal Summary

Modern Wealth Management Acquires Martin James

On October 19, 2023, Modern Wealth Management acquired financial services company Martin James

Acquisition Highlights
  • This is Modern Wealth Management’s 3rd transaction in the Financial Services sector.
  • This is Modern Wealth Management’s 3rd transaction in the United States.
  • This is Modern Wealth Management’s 1st transaction in Indiana.

M&A Deal Summary
Date 2023-10-19
Target Martin James
Sector Financial Services
Buyer(s) Modern Wealth Management
Deal Type Add-on Acquisition

Target

Martin James

Mooresville, Indiana, United States
Martin James is an integrated tax, wealth management, and planning firm serving over 400 families, individuals, and business owners. Martin James was founded in 1986 and is based in Mooresville, Indiana.

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Buyer(S) 1

Buyer

Modern Wealth Management

Lanexa, Kansas, United States
Category Company
Founded 1996
Sector Financial Services
DESCRIPTION

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 3 of 6
Sector (Financial Services) 3 of 6
Type (Add-on Acquisition) 3 of 6
State (Indiana) 1 of 1
Country (United States) 3 of 6
Year (2023) 3 of 3
PREVIOUS DEAL
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 -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2024-03-06 Beltz Ianni

Rochester, New York, United States

Beltz Ianni is a corporate retirement planning and individual wealth management firm. Beltz Ianni was founded in 2001 and is based in Rochester, New York.

Buy -
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