M&A Deal Summary

Ty J Young Acquires Amatulli and Associates Financial Services

On September 12, 2024, Ty J Young acquired financial services company Amatulli and Associates Financial Services

Acquisition Highlights
  • This is Ty J Young’s 2nd transaction in the Financial Services sector.
  • This is Ty J Young’s 5th transaction in the United States.
  • This is Ty J Young’s 1st transaction in Indiana.

M&A Deal Summary
Date 2024-09-12
Target Amatulli and Associates Financial Services
Sector Financial Services
Buyer(s) Ty J Young
Deal Type Add-on Acquisition

Target

Amatulli and Associates Financial Services

St John, Indiana, United States
Amatulli and Associates Financial Services is a financial advisory firm that provides various financial planning and investment management services. Amatulli and Associates Financial Services is based in St John, Indiana.

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Buyer(S) 1

Buyer

Ty J Young

Atlanta, Georgia, United States
Category Company
Founded 1998
Sector Business Services
DESCRIPTION

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 STATS #
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
PREVIOUS DEAL
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.

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