M&A Deal Summary

Savant Capital Management Acquires Kingston Wealth Management Group

On November 7, 2019, Savant Capital Management acquired financial services company Kingston Wealth Management Group

Acquisition Highlights

This is Savant Capital Management’s 1st transaction in the Financial Services sector.
This is Savant Capital Management’s 1st transaction in the United States.
This is Savant Capital Management’s 1st transaction in Illinois.

M&A Deal Summary
Date	2019-11-07
Target	Kingston Wealth Management Group
Sector	Financial Services
Buyer(s)	Savant Capital Management
Deal Type	Add-on Acquisition

Target

Kingston Wealth Management Group

Bloomington, Illinois, United States

Kingston Wealth Management Group is an independent advisory firm committed to guiding you through the entirety of your financial life. Kingston works with business owners, executives, and professionals to young families and retirees for the planning of accumulation and preservation of wealth. Kingston’s client services include wealth management and a wide variety of financial planning. Kingston Wealth Management Group is based in Bloomington, Illinois.

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