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M&A Deal Summary

SEIA Acquires Select Money Management

On September 9, 2025, SEIA acquired business services company Select Money Management

Acquisition Highlights
  • This is SEIA’s 2nd transaction in the Business Services sector.
  • This is SEIA’s 2nd transaction in the United States.
  • This is SEIA’s 1st transaction in California.

M&A Deal Summary
Date 2025-09-09
Target Select Money Management
Sector Business Services
Buyer(s) SEIA
Deal Type Add-on Acquisition

Target

Select Money Management

Aliso Viejo, California, United States
Select Money Management (SMM) is a registered investment advisor providing holistic wealth management to individuals, families, and institutions nationwide. It specializes in portfolio management, tax and estate planning integration, and long-term client relationship management. Select Money Management is based in Aliso Viejo, California.

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Buyer(S) 1

Buyer

SEIA

Los Angeles, California, United States
Category Company
Founded 1997
Sector Business Services
DESCRIPTION

SEIA is a registered investment advisory firm and wealth management platform that offers investment management and financial planning services tailored to meet the unique needs of affluent investors and corporations. SEIA's mission is to provide clients with a partnership that complements and exceeds their long-term goals and objectives. SEIA was founded in 1997 and is based in Los Angeles, California.

DEAL STATS #
Overall 2 of 2
Sector: Business Services M&A 2 of 2
Type: Add-on Acquisition M&A Deals 2 of 2
State: California M&A 1 of 1
Country: United States M&A 2 of 2
Year: 2025 M&A 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-04-30 Cedar Brook Group

Cleveland, Ohio, United States

Cedar Brook Group is an investment advisory that offers a comprehensive range of services, including financial planning, wealth management, retirement plans, employee benefits, insurance solutions, and risk assessment. Cedar Brook Group was founded in 2005 and is based in Cleveland, Ohio.

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