M&A Deal Summary |
|
|---|---|
| Date | 2022-12-13 |
| Target | Charlotte 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 STATS | # |
|---|---|
| Overall | 3 of 5 |
| Sector (Financial Services) | 1 of 2 |
| Type (Add-on Acquisition) | 3 of 5 |
| State (North Carolina) | 1 of 1 |
| Country (United States) | 3 of 5 |
| Year (2022) | 3 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-07-14 |
Annuity Pros
Gulf Breeze, Florida, United States Annuity Pros specializes in providing retirement planning and fixed annuities to its clients across Florida with a focus on simplified retirement strategies that deliver a reasonable rate of return with the safety of the principal. Annuity Pros was founded in 2008 and is based in Gulf Breeze, Florida. |
Buy | - |
| 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 | - |
