M&A Deal Summary

Rinvelt & David Acquires Rinvelt & David

On September 12, 2017, Rinvelt & David acquired financial services company Rinvelt & David

Acquisition Highlights
  • This is Rinvelt & David’s 1st transaction in the Financial Services sector.
  • This is Rinvelt & David’s 1st transaction in the United States.
  • This is Rinvelt & David’s 1st transaction in Michigan.

M&A Deal Summary
Date 2017-09-12
Target Rinvelt & David
Sector Financial Services
Buyer(s) Rinvelt & David
Deal Type Add-on Acquisition

Target

Rinvelt & David

Grand Rapids, Michigan, United States
Rinvelt & David LLC is a provider of comprehensive financial planning services to individuals and businesses, including tax, retirement, and estate planning as well as investment and risk management advice.

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Buyer(S) 1

Buyer

Rinvelt & David

Grand Rapids, Michigan, United States
Category Company
Sector Financial Services
DESCRIPTION

Rinvelt & David LLC is a provider of comprehensive financial planning services to individuals and businesses, including tax, retirement, and estate planning as well as investment and risk management advice.

DEAL STATS #
Overall 1 of 1
Sector (Financial Services) 1 of 1
Type (Add-on Acquisition) 1 of 1
State (Michigan) 1 of 1
Country (United States) 1 of 1
Year (2017) 1 of 1
Mergr

Product

Company

Legal