M&A Deal Summary

TMG Acquires Eugenias Advisory Group

On December 22, 2021, TMG acquired business services company Eugenias Advisory Group

Acquisition Highlights
  • This is TMG’s 9th transaction in the Business Services sector.
  • This is TMG’s 9th transaction in the United States.
  • This is TMG’s 1st transaction in Alabama.

M&A Deal Summary
Date 2021-12-22
Target Eugenias Advisory Group
Sector Business Services
Buyer(s) TMG
Deal Type Add-on Acquisition

Target

Eugenias Advisory Group

Gadsden, Alabama, United States
Eugenias Advisory Group is a registered investment adviser offering comprehensive wealth management that includes both financial planning and investment management. Eugenias Advisory Group is based in Gadsden, Alabama.

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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 9 of 17
Sector (Business Services) 9 of 15
Type (Add-on Acquisition) 9 of 17
State (Alabama) 1 of 1
Country (United States) 9 of 17
Year (2021) 3 of 3
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2021-11-03 Allison Spielman Advisors

Bellevue, Washington, United States

Allison Spielman Advisors is a Registered Investment Advisor providing fee-only investment advice and guidance, and comprehensive financial planning. Allison Spielman Advisors was founded in 1997 and is based in Bellevue, Washington.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-03-30 Barrow Asset Management

Tampa, Florida, United States

Barrow Asset Management is a registered investment adviser providing tax, legal, investment, and comprehensive financial planning advice including financial planning, tax advice and preparation, portfolio management, concentrated stock management, risk assessment, and estate planning guidance. Barrow Asset Management is based in Tampa, Florida.

Buy -
Mergr

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