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M&A Deal Summary |
|
|---|---|
| Date | September 12, 2024 |
| Target | Amatulli and Associates Financial Services |
| Sector | Financial Services |
| Buyer(s) | Ty J Young |
| Deal Type | Add-on Acquisition |
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Ty J Young is an independent wealth management firm that manages more than $1 billion in assets for more than 7,000 clients nationwide. Ty J Young was founded in 1998 and is based in Atlanta, Georgia.
| Deal Context for Buyer | # |
|---|---|
| Overall | 5 of 5 |
| Sector: Financial Services | 2 of 2 |
| Type: Add-on Acquisition | 5 of 5 |
| State: Indiana | 1 of 1 |
| Country: United States | 5 of 5 |
| Year: 2024 | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-07-10 |
Republic Asset Management
Tallahassee, Florida, United States Republic Asset Management provides retirement planning and asset management services, based in Tallahassee, Florida. |
Buy | - |