M&A Deal Summary

Peapack-Gladstone Financial Acquires Lassus Wherley & Associates PC

On June 29, 2018, Peapack-Gladstone Financial acquired business services company Lassus Wherley & Associates PC

Acquisition Highlights
  • This is Peapack-Gladstone Financial’s 1st transaction in the Business Services sector.
  • This is Peapack-Gladstone Financial’s 1st transaction in the United States.
  • This is Peapack-Gladstone Financial’s 1st transaction in New Jersey.

M&A Deal Summary
Date 2018-06-29
Target Lassus Wherley & Associates PC
Sector Business Services
Buyer(s) Peapack-Gladstone Financial
Deal Type Add-on Acquisition

Target

Lassus Wherley & Associates PC

New Providence, New Jersey, United States
Lassus Wherley & Associates PC is a provider of financial planning, investment management, tax preparation, trust services, and family office support. Lassus Wherley & Associates was founded in 1985 and is based in New Providence, New Jersey.

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Buyer(S) 1

Buyer

Peapack-Gladstone Financial

Bedminster, New Jersey, United States
Category Company
Founded 1921
Sector Financial Services
Revenue 77M USD (2013)
DESCRIPTION

Peapack-Gladstone Financial Corporation is a bank holding company with total assets of $2.4 billion. Established in 1921, Peapack-Gladstone Bank is a commercial bank that offers a full range of quality banking products and services to businesses and consumers through its New Jersey locations, an online branch, a wealth management division, and its subsidiary, PGB Trust & Investments of Delaware.

DEAL STATS #
Overall 1 of 2
Sector (Business Services) 1 of 1
Type (Add-on Acquisition) 1 of 2
State (New Jersey) 1 of 2
Country (United States) 1 of 2
Year (2018) 1 of 1
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2021-05-12 Princeton PSG

Princeton, New Jersey, United States

Princeton PSG is a provider of wealth management services and customized portfolio management solutions to individuals and institutions. Princeton PSG was founded in 2011 and is based in Princeton, New Jersey.

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