Explore All 10011 Add-on Acquisition Business Services Deals - Search the Database Free
M&A Deal Summary |
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|---|---|
| Date | September 9, 2025 |
| Target | Select Money Management |
| Sector | Business Services |
| Buyer(s) | SEIA |
| Deal Type | Add-on Acquisition |
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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 Context for Buyer | # |
|---|---|
| Overall | 2 of 2 |
| Sector: Business Services | 2 of 2 |
| Type: Add-on Acquisition | 2 of 2 |
| State: California | 1 of 1 |
| Country: United States | 2 of 2 |
| Year: 2025 | 1 of 1 |
| 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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