M&A Deal Summary

Private Advisor Group Acquires IFG

On March 16, 2022, Private Advisor Group acquired financial services company IFG

Acquisition Highlights
  • This is Private Advisor Group’s 1st transaction in the Financial Services sector.
  • This is Private Advisor Group’s 1st transaction in the United States.
  • This is Private Advisor Group’s 1st transaction in Minnesota.

M&A Deal Summary
Date 2022-03-16
Target IFG
Sector Financial Services
Buyer(s) Private Advisor Group
Deal Type Add-on Acquisition

Target

IFG

Plymouth, Minnesota, United States
IFG provides investment advice and wealth management services to private individuals, families, and institutional investors.

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Buyer(S) 1

Buyer

Private Advisor Group

Morristown, New Jersey, United States
Category Company
Founded 1997
Sector Financial Services
DESCRIPTION

Private Advisor Group is a financial services firms that leverages its resources to deliver solutions that strive to improve financial outcomes for individual investors and inspire growth, fiduciary adherence, legacy solutions and a client-centric approach for independent financial advisors' practices.

DEAL STATS #
Overall 1 of 1
Sector (Financial Services) 1 of 1
Type (Add-on Acquisition) 1 of 1
State (Minnesota) 1 of 1
Country (United States) 1 of 1
Year (2022) 1 of 1
Mergr

Product

Company

Legal