M&A Deal Summary

T.E. Financial Consultants Acquires Doherty & Bryant Financial Strategists

On March 29, 2016, T.E. Financial Consultants acquired financial services company Doherty & Bryant Financial Strategists

Acquisition Highlights
  • This is T.E. Financial Consultants’ 1st transaction in the Financial Services sector.
  • This is T.E. Financial Consultants’ 1st transaction in Canada.
  • This is T.E. Financial Consultants’ 1st transaction in Alberta.

M&A Deal Summary
Date 2016-03-29
Target Doherty & Bryant Financial Strategists
Sector Financial Services
Buyer(s) T.E. Financial Consultants
Deal Type Add-on Acquisition

Target

Doherty & Bryant Financial Strategists

Calgary, Alberta, Canada
Doherty & Bryant Financial Strategists, Inc. is a personal financial planning firm.

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Buyer(S) 1

Buyer

T.E. Financial Consultants

Toronto, Ontario, Canada
Category Company
Founded 1972
Sector Financial Services
DESCRIPTION

T.E. Wealth is a provider of total wealth management services including financial and retirement planning, estate planning, tax planning and preparation, and investment management services.

DEAL STATS #
Overall 1 of 1
Sector (Financial Services) 1 of 1
Type (Add-on Acquisition) 1 of 1
State (Alberta) 1 of 1
Country (Canada) 1 of 1
Year (2016) 1 of 1
Mergr

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