M&A Deal Summary |
|
|---|---|
| Date | 2019-11-13 |
| Target | EF Legacy Securities |
| Sector | Financial Services |
| Buyer(s) | RetireOne |
| Sellers(s) | Edelman Financial Engines |
| Deal Type | Divestiture |
SEARCH BY
RetireOne is an independent platform for fee-based insurance solutions. The Company offers fee-based financial advisors an innovative portfolio protection/income guarantee product that replaces traditional variable annuities. RetireOne was founded in 2010 and is based in San Francisco, California.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 1 |
| Sector: Financial Services M&A | 1 of 1 |
| Type: Divestiture M&A Deals | 1 of 1 |
| State: Kentucky M&A | 1 of 1 |
| Country: United States M&A | 1 of 1 |
| Year: 2019 M&A | 1 of 1 |
| Category | Company |
|---|---|
| Founded | 1986 |
| Sector | Financial Services |
| Revenue | 311M USD (2015) |
Edelman Financial Engines is a financial planning and investment management firm. Edelman Financial Engines was founded in 1986 and is based in Boston, Massachusetts.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 1 |
| Sector: Financial Services M&A | 1 of 1 |
| Type: Divestiture M&A Deals | 1 of 1 |
| State: Kentucky M&A | 1 of 1 |
| Country: United States M&A | 1 of 1 |
| Year: 2019 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-04-30 |
The Edelman Financial Group
Houston, Texas, United States Edelman Financial Services provides financial planning and investment management services to more than 28,000 individuals and families and manages more than $15 billion in assets.(2) The firm also provides 401(k) plans and institutional investment management for businesses. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-08-03 |
Smart Investor
Roseville , California, United States Smart Investor is a fiduciary Registered Investment Advisor that provides comprehensive financial planning and investment management services. Smart Investor was founded in 2001 and is based in Roseville, California. |
Buy | - |
