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M&A Deal Summary

Retirementinvestments Acquires Personalincome

On November 28, 2022, Retirementinvestments acquired business services company Personalincome

Acquisition Highlights
  • This is Retirementinvestments’ 1st transaction in the Business Services sector.
  • This is Retirementinvestments’ 1st transaction in the United States.
  • This is Retirementinvestments’ 1st transaction in Florida.

M&A Deal Summary
Date 2022-11-28
Target Personalincome
Sector Business Services
Buyer(s) Retirementinvestments
Deal Type Merger

Target

Personalincome

Miami, Florida, United States
Personalincome is a personal finance brand for new investors that provides Americans with the strategies that are leveraged by the 5% of the population that are used to acquire wealth, but to also teach individuals how to set up their own systems and entities to capitalize on this type of information. Personalincome was formed in 2013 and is based in Miami, Florida.

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Buyer(S) 1

Buyer

Retirementinvestments

Miami, Florida, United States
Category Company
Founded 2020
Sector Business Services
DESCRIPTION

RetirementInvestments is on a mission to be a trusted source of information that inspires, informs and empowers clients to become investment savvy and take control of their financial futures. Its vision is to close the knowledge gap and give people the power to make their own financial and investment decisions, with clarity and confidence and without the need for a financial advisor. RetirementInvestments was formed in 2020 and is based in Miami, Florida.

DEAL STATS #
Overall 1 of 1
Sector: Business Services M&A 1 of 1
Type: Merger M&A Deals 1 of 1
State: Florida M&A 1 of 1
Country: United States M&A 1 of 1
Year: 2022 M&A 1 of 1
Mergr

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