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  6. Oxford Retirement Advisors Acquires PFS Capital Management

M&A Deal Summary

Oxford Retirement Advisors Acquires PFS Capital Management

On December 18, 2024, Oxford Retirement Advisors acquired financial services company PFS Capital Management

Acquisition Highlights
  • This is Oxford Retirement Advisors’ 1st transaction in the Financial Services sector.
  • This is Oxford Retirement Advisors’ 1st transaction in the United States.
  • This is Oxford Retirement Advisors’ 1st transaction in New Jersey.

M&A Deal Summary
Date 2024-12-18
Target PFS Capital Management
Sector Financial Services
Buyer(s) Oxford Retirement Advisors
Deal Type Add-on Acquisition

Target

PFS Capital Management

Ocean View, New Jersey, United States
PFS Capital Management focuses on comprehensive financial planning, asset management, estate planning, and tax strategies, providing clients with customized solutions to meet their long-term financial objectives. PFS Capital Management was founded in 2018 and is based in Ocean View, New Jersey.

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Buyer(S) 1

Buyer

Oxford Retirement Advisors

Atlanta, Georgia, United States
Category Company
Sector Financial Services
DESCRIPTION

Oxford Retirement Advisors is an financial advisory firm focused on providing comprehensive income and retirement planning and wealth management services. Oxford Retirement Advisors offers personalized solutions to help individuals, families and companies achieve their financial goals and build secure futures. Oxford Retirement Advisors is based in Atlanta, Georgia.

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 Jersey M&A 1 of 1
Country: United States M&A 1 of 1
Year: 2024 M&A 1 of 1
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