M&A Deal Summary |
|
|---|---|
| Date | 2023-06-15 |
| Target | Trek Wealth Solutions |
| Sector | Financial Services |
| Buyer(s) | Sowell Management |
| Deal Type | Add-on Acquisition |
SEARCH BY
| Category | Company |
|---|---|
| Sector | Financial Services |
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 M&A | 1 of 1 |
| Type: Add-on Acquisition M&A Deals | 1 of 1 |
| State: Arkansas M&A | 1 of 1 |
| Country: United States M&A | 1 of 1 |
| Year: 2023 M&A | 1 of 1 |
