M&A Deal Summary |
|
|---|---|
| Date | 2022-10-03 |
| Target | Cedar Financial Advisors |
| Sector | Business Services |
| Buyer(s) | TMG |
| Deal Type | Add-on Acquisition |
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TMG is a fee-only fiduciary firm serving primarily high-net-worth individuals. The firm's professionals aim to simplify clients' lives by providing a comprehensive suite of services under one roof. As amended, it is a federally registered investment adviser under the investment advisers act of 1940, providing discretionary and non-discretionary investment advice to clients. TMG was founded in 2011 and is based in Chicago, Illinois.
| DEAL STATS | # |
|---|---|
| Overall | 16 of 17 |
| Sector: Business Services M&A | 14 of 15 |
| Type: Add-on Acquisition M&A Deals | 16 of 17 |
| State: Oregon M&A | 1 of 1 |
| Country: United States M&A | 16 of 17 |
| Year: 2022 M&A | 7 of 7 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-08-10 |
HC Financial
Lafayette, California, United States HC Financial provides financial guides to individuals, families, and businesses. HC Financial was founded in 1986 and is based in Lafayette, California. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-05-23 |
Clear Perspectives
Cincinnati, Ohio, United States Clear Perspectives is a registered investment adviser (RIA) firm that provides financial advice to families across the country. Clear Perspectives was formed in 2008 and is based in Cincinnati, Ohio. |
Buy | - |
