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  6. United Capital Financial Advisors Acquires Apexium Financial

M&A Deal Summary

United Capital Financial Advisors Acquires Apexium Financial

On November 10, 2025, United Capital Financial Advisors acquired financial services company Apexium Financial

Acquisition Highlights
  • This is United Capital Financial Advisors’ 1st transaction in the Financial Services sector.
  • This is United Capital Financial Advisors’ 2nd transaction in the United States.
  • This is United Capital Financial Advisors’ 1st transaction in Texas.

M&A Deal Summary
Date 2025-11-10
Target Apexium Financial
Sector Financial Services
Buyer(s) United Capital Financial Advisors
Deal Type Add-on Acquisition
Advisor(s) Sidley (Legal)

Target

Apexium Financial

Dallas, Texas, United States
Apexium Financial provides wealth management and investment advisory services to private clients and institutions across the United States. Apexium Financial offers portfolio management, financial planning, retirement plan consulting, and corporate benefit advisory solutions. Apexium Financial was founded in 2016 and is based in Dallas, Texas.

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Buyer(S) 1

Buyer

United Capital Financial Advisors

Irving, Texas, United States
Category Company
Sector Business Services
DESCRIPTION

United Capital Financial Advisors is an independent wealth management firm that employs a personalized planning process and proprietary investing strategies to build client portfolios. United Capital Financial Advisors is based in Irving, Texas.

DEAL STATS #
Overall 2 of 2
Sector: Financial Services M&A 1 of 1
Type: Add-on Acquisition M&A Deals 2 of 2
State: Texas M&A 1 of 1
Country: United States M&A 2 of 2
Year: 2025 M&A 2 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2025-09-02 The Paul Group

Weston, Florida, United States

The Paul Group is an ultra-high-net-worth advisory firm managing $1.1 billion in client assets. The Paul Group was formed in 2009 and is based in Weston, Florida.

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