M&A Deal Summary

Vector Wealth Strategies Acquires Financial Works

On September 11, 2019, Vector Wealth Strategies acquired business services company Financial Works

Acquisition Highlights
  • This is Vector Wealth Strategies’ 1st transaction in the Business Services sector.
  • This is Vector Wealth Strategies’ 1st transaction in the United States.
  • This is Vector Wealth Strategies’ 1st transaction in Mississippi.

M&A Deal Summary
Date 2019-09-11
Target Financial Works
Sector Business Services
Buyer(s) Vector Wealth Strategies
Deal Type Add-on Acquisition

Target

Financial Works

Columbus, Mississippi, United States
Financial Works LLC is a financial advisory firm offering access to a full range of financial, protection, and retirement planning services for clients. Financial Works was formed in 1988 and is based in Columbus, Mississippi.

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Buyer(S) 1

Buyer

Vector Wealth Strategies

Huntsville, Alabama, United States
Category Company
Founded 2014
Sector Business Services
DESCRIPTION

Vector Wealth Strategies LLC specializes in retirement and estate planning. They help clients find the right financial strategies so they can lead the life they love. In the community, Vector provides grants for local nonprofits through its Community Impact Fund and develops tomorrow’s leaders through its Community Scholars Fund. Vector was formed in 2014 and is based in Huntsville, Alabama.

DEAL STATS #
Overall 1 of 1
Sector (Business Services) 1 of 1
Type (Add-on Acquisition) 1 of 1
State (Mississippi) 1 of 1
Country (United States) 1 of 1
Year (2019) 1 of 1
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