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  6. Osaic Acquires Bowman Financial Solutions

M&A Deal Summary

Osaic Acquires Bowman Financial Solutions

On August 5, 2025, Osaic acquired financial services company Bowman Financial Solutions

Acquisition Highlights
  • This is Osaic’s 6th transaction in the Financial Services sector.
  • This is Osaic’s 7th transaction in the United States.
  • This is Osaic’s 1st transaction in North Carolina.

M&A Deal Summary
Date 2025-08-05
Target Bowman Financial Solutions
Sector Financial Services
Buyer(s) Osaic
Deal Type Add-on Acquisition

Target

Bowman Financial Solutions

Statesville, North Carolina, United States
Bowman Financial Solutions is providing financial services, helping individuals and families define, pursue, and achieve long-term and short-term goals. Bowman Financial Solutions is based in Statesville, North Carolina.

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Buyer(S) 1

Buyer

Osaic

Scottsdale, Arizona, United States
Category Company
Founded 1999
Sector Financial Services
DESCRIPTION

Osaic provides comprehensive broker-dealer services, technology, and advisory programs through its four registered broker-dealers and Registered Investment Advisors. Osaic was founded in 1999 and is based in Scottsdale, Arizona.

DEAL STATS #
Overall 7 of 7
Sector: Financial Services M&A 6 of 6
Type: Add-on Acquisition M&A Deals 5 of 5
State: North Carolina M&A 1 of 1
Country: United States M&A 7 of 7
Year: 2025 M&A 2 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2025-06-17 CW Advisors

Boston, Massachusetts, United States

CW Advisors is an independent registered investment advisor offering wealth management and investment advisory services to high-net-worth individuals and families in the United States. CW Advisors was founded in 2009 and is based in Boston, Massachusetts.

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