M&A Deal Summary

Sowell Management Acquires Trek Wealth Solutions

On June 15, 2023, Sowell Management acquired financial services company Trek Wealth Solutions

Acquisition Highlights
  • This is Sowell Management’s 1st transaction in the Financial Services sector.
  • This is Sowell Management’s 1st transaction in the United States.
  • This is Sowell Management’s 1st transaction in Arkansas.

M&A Deal Summary
Date 2023-06-15
Target Trek Wealth Solutions
Sector Financial Services
Buyer(s) Sowell Management
Deal Type Add-on Acquisition

Target

Trek Wealth Solutions

North Little Rock, Arkansas, United States
Trek Wealth Solutions provides balanced financial solutions to prepare for retirement. Trek Wealth Solutions is based in North Little Rock, Arkansas.

Search 201,157 Deals Now

SEARCH BY

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

Try For Free 7-Day Free Trial

Buyer(S) 1

Buyer

Sowell Management

North Little Rock, Arkansas, United States
Category Company
Sector Financial Services
DESCRIPTION

Sowell Management is a privately held registered investment advisor provides a platform of services and solutions that leads advisors on the path of independence including leading technology and portfolio management. Sowell Management is based in North Little Rock, Arkansas.

DEAL STATS #
Overall 1 of 1
Sector (Financial Services) 1 of 1
Type (Add-on Acquisition) 1 of 1
State (Arkansas) 1 of 1
Country (United States) 1 of 1
Year (2023) 1 of 1
Mergr

Product

Company

Legal