Add-on Acquisition • Financial Services

Sowell Management Acquires Trek Wealth Solutions

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

Acquisition Context

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.

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

Target Company

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.

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Buyer Overview 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 Context for Buyer	#
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

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