M&A Deal Summary

The Retirement Planning Group Acquires Parrott Wealth Management

On September 24, 2024, The Retirement Planning Group acquired financial services company Parrott Wealth Management

Acquisition Highlights
  • This is The Retirement Planning Group’s 3rd transaction in the Financial Services sector.
  • This is The Retirement Planning Group’s 3rd transaction in the United States.
  • This is The Retirement Planning Group’s 1st transaction in Texas.

M&A Deal Summary
Date 2024-09-24
Target Parrott Wealth Management
Sector Financial Services
Buyer(s) The Retirement Planning Group
Deal Type Add-on Acquisition

Target

Parrott Wealth Management

Austin, Texas, United States
Parrott Wealth Management is a fee-only financial planning and investment management firm, focused on helping individuals and families nationwide secure their financial futures. Parrott Wealth Management is based in Austin, Texas.

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Buyer(S) 1

Buyer

The Retirement Planning Group

Leawood, Kansas, United States
Category Company
Founded 2004
Sector Financial Services
DESCRIPTION

The Retirement Planning Group offers retirement planning, wealth management and financial planning services. The Retirement Planning Group was founded in 2004 and is based in Leawood, Kansas.

DEAL STATS #
Overall 3 of 3
Sector (Financial Services) 3 of 3
Type (Add-on Acquisition) 3 of 3
State (Texas) 1 of 1
Country (United States) 3 of 3
Year (2024) 3 of 3
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-08-06 Watters Financial Services

Paramus, New Jersey, United States

Watters Financial Services is an independent wealth management and financial planning firm. Watters Financial Services was founded in 1986 and is based in Paramus, New Jersey.

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