M&A Deal Summary

Steward Partners Acquires Saling Simms Associates

On April 18, 2024, Steward Partners acquired business services company Saling Simms Associates

Acquisition Highlights
  • This is Steward Partners’ 1st transaction in the Business Services sector.
  • This is Steward Partners’ 3rd transaction in the United States.
  • This is Steward Partners’ 1st transaction in Ohio.

M&A Deal Summary
Date 2024-04-18
Target Saling Simms Associates
Sector Business Services
Buyer(s) Steward Partners
Deal Type Add-on Acquisition

Target

Saling Simms Associates

Columbus, Ohio, United States
Saling Simms Associates helps individuals, associations, and small businesses employ advanced strategies for maximizing personal wealth, employee benefits, philanthropic giving, and retirement income, as well as solving other legacy and long-term planning issues. Saling Simms Associates was founded in 1983 and is based in Columbus, Ohio.

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Buyer(S) 1

Buyer

Steward Partners

Washington, District of Columbia, United States
Category Company
Founded 2013
Sector Financial Services
DESCRIPTION

Steward Partners is an employee-owned, full-service independent partnership catering to family, institutional and multigenerational wealth. Steward Partners was founded in 2013 and is based in Washington, District of Columbia.

DEAL STATS #
Overall 3 of 4
Sector (Business Services) 1 of 1
Type (Add-on Acquisition) 2 of 3
State (Ohio) 1 of 1
Country (United States) 3 of 4
Year (2024) 1 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2023-11-16 Freedom Street Partners

Chesapeake, Virginia, United States

Freedom Street Partners is an independent financial services firm that offers wealth management solutions for families, businesses, and multigenerational investors. Freedom Street Partners is based in Chesapeake, Virginia.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2024-11-21 Mainstay Wealth Management

United States

Mainstay Wealth Management is a full-service independent financial services firm.

Buy -
Mergr

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