M&A Deal Summary |
|
|---|---|
| Date | 2023-03-09 |
| Target | Cornerstone Comprehensive Wealth Management |
| Sector | Business Services |
| Buyer(s) | Prime Capital Investment Advisors |
| Deal Type | Add-on Acquisition |
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| Category | Company |
|---|---|
| Sector | Financial Services |
Prime Capital Investment Advisors provides a client-centric team approach to full-service financial planning, including fee-based asset management and wealth management through its Prime Capital Wealth Management brand. Through its Qualified Plan Advisors brand, the firm also provides retirement plan advisory services, as well as plan participant education. PCIA currently has 51 locations throughout the United States, with investment advisor representatives serving clients across the nation. Prime Capital Investment Advisors is based in Overland Park, Kansas.
| DEAL STATS | # |
|---|---|
| Overall | 3 of 3 |
| Sector (Business Services) | 3 of 3 |
| Type (Add-on Acquisition) | 3 of 3 |
| State (Nevada) | 1 of 1 |
| Country (United States) | 3 of 3 |
| Year (2023) | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-01-03 |
Stonnington Group
Pasadena, California, United States Stonnington Group is an independent wealth management firm offering financial planning, corporate retirement plans, family office, and insurance. Stonnington Group was founded in 2004 and is based in Pasadena, California. |
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