M&A Deal Summary |
|
|---|---|
| Date | 2024-08-06 |
| Target | Watters Financial Services |
| Sector | Financial Services |
| Buyer(s) | The Retirement Planning Group |
| Deal Type | Add-on Acquisition |
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| Category | Company |
|---|---|
| Founded | 2004 |
| Sector | Financial Services |
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 | 2 of 3 |
| Sector (Financial Services) | 2 of 3 |
| Type (Add-on Acquisition) | 2 of 3 |
| State (New Jersey) | 1 of 1 |
| Country (United States) | 2 of 3 |
| Year (2024) | 2 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-02-21 |
Dightman Capital Group
Overland Park, Kansas, United States Dightman Capital Group provides a host of benefits, including office support, technology, marketing, insurance, and employee benefits as he continues to serve his existing clients. Dightman Capital Group is based in Overland Park, Kansas. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-09-24 |
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. |
Buy | - |
