M&A Deal Summary

Rothschild Wealth Partners Acquires Siligmueller & Norvid Wealth Advisors

On October 22, 2025, Rothschild Wealth Partners acquired financial services company Siligmueller & Norvid Wealth Advisors

Acquisition Highlights
  • This is Rothschild Wealth Partners’ 1st transaction in the Financial Services sector.
  • This is Rothschild Wealth Partners’ 1st transaction in the United States.
  • This is Rothschild Wealth Partners’ 1st transaction in Illinois.

M&A Deal Summary

Date 2025-10-22
Target Siligmueller & Norvid Wealth Advisors
Sector Financial Services
Buyer(s) Rothschild Wealth Partners
Deal Type Add-on Acquisition

Target

Siligmueller & Norvid Wealth Advisors

Glen Ellyn, Illinois, United States
Siligmueller & Norvid Wealth Advisors is an independent wealth advisory firm providing financial planning, investment management, and wealth advisory services to high‑net‑worth individuals and families. Siligmueller & Norvid Wealth Advisors was founded in 1998 and is based in Glen Ellyn, Illinois.

Search 214,239 Deals Now

SEARCH BY

  • Buyer Type (PE or Strategic)
  • Deal Size ($10M to $10B+)
  • Sector (60 Sectors)
  • Deal Type
  • Geography
  • & More

Try Free

Buyer(S) 1

Buyer

Rothschild Wealth Partners

Chicago, Illinois, United States

Category Company
Founded 1908
Sector Financial Services
DESCRIPTION

Rothschild Wealth Partners provides personalized wealth and life management solutions focusing on disciplined portfolio management. Rothschild Wealth Partners was founded in 1908 and is based in Chicago, Illinois.


DEAL STATS #
Overall 1 of 1
Sector: Financial Services M&A 1 of 1
Type: Add-on Acquisition M&A Deals 1 of 1
State: Illinois M&A 1 of 1
Country: United States M&A 1 of 1
Year: 2025 M&A 1 of 1