M&A Deal Summary

Telemus Financial Life Management Acquires Barrington Strategic Wealth Group

On October 13, 2017, Telemus Financial Life Management acquired financial services company Barrington Strategic Wealth Group

Acquisition Highlights
  • This is Telemus Financial Life Management’s 1st transaction in the Financial Services sector.
  • This is Telemus Financial Life Management’s 1st transaction in the United States.
  • This is Telemus Financial Life Management’s 1st transaction in Illinois.

M&A Deal Summary

Date 2017-10-13
Target Barrington Strategic Wealth Group
Sector Financial Services
Buyer(s) Telemus Financial Life Management
Deal Type Add-on Acquisition

Target

Barrington Strategic Wealth Group

Chicago, Illinois, United States
Barrington Strategic Wealth Group LLC is specializes in addressing the needs of high net worth clients who focus on conserving money. Barrington Strategic Wealth Group was founded in 2009 and is based in Chicago, Illinois.

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Buyer(S) 1

Buyer

Telemus Financial Life Management

Southfield, Michigan, United States

Category Company
Sector Business Services
DESCRIPTION

Telemus Financial Life Management is an independent wealth advisory firm for high-net-worth individuals and their families with a reach that spans the United States.


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: Illinois M&A 1 of 1
Country: United States M&A 1 of 1
Year: 2017 M&A 1 of 1