M&A Deal Summary

TMG Acquires Seiffert

On August 2, 2022, TMG acquired financial services company Seiffert

Acquisition Highlights
  • This is TMG’s 1st transaction in the Financial Services sector.
  • This is TMG’s 13th transaction in the United States.
  • This is TMG’s 1st transaction in Maryland.

M&A Deal Summary
Date 2022-08-02
Target Seiffert
Sector Financial Services
Buyer(s) TMG
Deal Type Add-on Acquisition

Target

Seiffert

Bethesda, Maryland, United States
Seiffert is a state-registered investment adviser (RIA) firm that provides goals-based investment advice to individuals and families, striving to show clients the big picture, without letting the details fall through the cracks. Seiffert was formed in 1994 and is based in Bethesda, Maryland.

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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 13 of 17
Sector (Financial Services) 1 of 2
Type (Add-on Acquisition) 13 of 17
State (Maryland) 1 of 1
Country (United States) 13 of 17
Year (2022) 4 of 7
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-06-02 MFM

Louisville, United States

MFM is a registered investment adviser (RIA) firm. MFM was founded in 1994 and is based in Louisville.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-08-04 Semita Asset Management

Houston, Texas, United States

Semita Asset Management is a provider of investment management and financial planning services to high-net-worth individuals. Semita Asset Management was founded in 2015 and is based in Houston, Texas.

Buy -
Mergr

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