M&A Deal Summary

Modern Wealth Management Acquires Petso Financial Consultants

On October 24, 2024, Modern Wealth Management acquired financial services company Petso Financial Consultants

Acquisition Highlights
  • This is Modern Wealth Management’s 5th transaction in the Financial Services sector.
  • This is Modern Wealth Management’s 5th transaction in the United States.
  • This is Modern Wealth Management’s 1st transaction in Idaho.

M&A Deal Summary
Date 2024-10-24
Target Petso Financial Consultants
Sector Financial Services
Buyer(s) Modern Wealth Management
Deal Type Add-on Acquisition

Target

Petso Financial Consultants

Boise, Idaho, United States
Petso Financial Consultants specializes in financial advising and wealth management, focusing on income planning for retirees and supporting foundations to meet their financial goals. Petso Financial Consultants is based in Boise, Idaho.

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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 5 of 6
Sector (Financial Services) 5 of 6
Type (Add-on Acquisition) 5 of 6
State (Idaho) 1 of 1
Country (United States) 5 of 6
Year (2024) 2 of 3
PREVIOUS 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 -
FOLLOWING DEAL
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 -
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