M&A Deal Summary

TMG Acquires Cedar Financial Advisors

On October 3, 2022, TMG acquired business services company Cedar Financial Advisors

Acquisition Highlights
  • This is TMG’s 14th transaction in the Business Services sector.
  • This is TMG’s 16th transaction in the United States.
  • This is TMG’s 1st transaction in Oregon.

M&A Deal Summary
Date 2022-10-03
Target Cedar Financial Advisors
Sector Business Services
Buyer(s) TMG
Deal Type Add-on Acquisition

Target

Cedar Financial Advisors

Beaverton, Oregon, United States
Cedar Financial Advisors provides comprehensive fee-only financial planning, retirement planning, and wealth management services. Cedar Financial Advisors was founded in 2006 and is based in Beaverton, Oregon.

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Buyer(S) 1

Buyer

TMG

Chicago, Illinois, United States
Category Company
Founded 2011
Sector Business Services
DESCRIPTION

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) 14 of 15
Type (Add-on Acquisition) 16 of 17
State (Oregon) 1 of 1
Country (United States) 16 of 17
Year (2022) 7 of 7
PREVIOUS DEAL
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 -
FOLLOWING DEAL
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 -
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