M&A Deal Summary

Nepwa Acquires DHK Financial Advisors

On September 3, 2025, Nepwa acquired financial services company DHK Financial Advisors

Acquisition Highlights
  • This is Nepwa’s 1st transaction in the Financial Services sector.
  • This is Nepwa’s 1st transaction in the United States.
  • This is Nepwa’s 1st transaction in New Hampshire.

M&A Deal Summary

Date 2025-09-03
Target DHK Financial Advisors
Sector Financial Services
Buyer(s) Nepwa
Deal Type Add-on Acquisition

Target

DHK Financial Advisors

Portsmouth, New Hampshire, United States
DHK Financial Advisors provides outsourced CIO services, portfolio management, and investment consulting, with an emphasis on low‑cost, globally diversified strategies. DHK Financial Advisors was founded in 1993 and is based in Portsmouth, New Hampshire.

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Buyer(S) 1

Buyer

Nepwa

Wellesley, Massachusetts, United States

Category Company
Founded 2005
Sector Financial Services
DESCRIPTION

Nepwa is a fee-only RIA that provides clients with highly customized and integrated investment advisory and wealth planning services. Nepwa was founded in 2005 and is based in Wellesley, Massachusetts.


DEAL STATS #
Overall 1 of 1
Sector: Financial Services M&A 1 of 1
Type: Add-on Acquisition M&A Deals 1 of 1
State: New Hampshire M&A 1 of 1
Country: United States M&A 1 of 1
Year: 2025 M&A 1 of 1