M&A Deal Summary |
|
|---|---|
| Date | 2023-09-05 |
| Target | Midwest Financial |
| 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 | 2 of 7 |
| Sector: Financial Services M&A | 2 of 7 |
| Type: Add-on Acquisition M&A Deals | 2 of 7 |
| State: Iowa M&A | 1 of 1 |
| Country: United States M&A | 2 of 7 |
| Year: 2023 M&A | 2 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-04-25 |
Barber Financial Group
Lanexa, Kansas, United States Barber Financial Group is a financial services firm focused on accounting, estate, and insurance needs. Barber Financial Group was formed in 1996 and is based in Lenexa, Kansas. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-10-19 |
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. |
Buy | - |
