Explore All 3084 Add-on Acquisition Financial Services Deals - Search the Database Free
M&A Deal Summary |
|
|---|---|
| Date | December 23, 2025 |
| Target | Groebl Brothers |
| Sector | Financial Services |
| Buyer(s) | United Capital Financial Advisors |
| Deal Type | Add-on Acquisition |
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| Category | Company |
|---|---|
| Sector | Business Services |
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 Context for Buyer | # |
|---|---|
| Overall | 3 of 3 |
| Sector: Financial Services | 2 of 2 |
| Type: Add-on Acquisition | 3 of 3 |
| State: Kansas | 1 of 1 |
| Country: United States | 3 of 3 |
| Year: 2025 | 3 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-11-10 |
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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