M&A Deal Summary |
|
|---|---|
| Date | 2025-04-15 |
| Target | Fairhaven Wealth Management |
| Sector | Financial Services |
| Buyer(s) | Pure Financial Advisors |
| Deal Type | Add-on Acquisition |
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| Category | Company |
|---|---|
| Founded | 2007 |
| Sector | Business Services |
Pure Financial Advisors is a registered investment advisor offering independent, fee-only financial planning, education, and investment advice to clients nationwide. Pure Financial Advisors was founded in 2007 and is based in San Diego, California.
| DEAL STATS | # |
|---|---|
| Overall | 2 of 2 |
| Sector: Financial Services M&A | 1 of 1 |
| Type: Add-on Acquisition M&A Deals | 2 of 2 |
| State: Illinois M&A | 1 of 1 |
| Country: United States M&A | 2 of 2 |
| Year: 2025 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-11-15 |
Kaufman Kampe
Mercer Island, Washington, United States Kaufman Kampe offers expert financial planning and investment management guidance and highly strategic solutions based on proven investment principles. Kaufman Kampe was founded in 2007 and is based in Mercer Island, Washington. |
Buy | - |
