M&A Deal Summary

Waverly Advisors Acquires 9258 Wealth Management

On October 22, 2024, Waverly Advisors acquired financial services company 9258 Wealth Management

Acquisition Highlights
  • This is Waverly Advisors’ 5th transaction in the Financial Services sector.
  • This is Waverly Advisors’ 8th transaction in the United States.
  • This is Waverly Advisors’ 1st transaction in Ohio.

M&A Deal Summary
Date 2024-10-22
Target 9258 Wealth Management
Sector Financial Services
Buyer(s) Waverly Advisors
Deal Type Add-on Acquisition

Target

9258 Wealth Management

Cincinnati, Ohio, United States
9258 Wealth Management is an investment advisory firm and tax preparation and planning business. 9258 Wealth Management was founded in 2017 and is based in Cincinnati, Ohio.

Search 200,291 Deals Now

SEARCH BY

  • Buyer Type (PE or Strategic)
  • Deal Size ($10M to $10B+)
  • Sector (60 Sectors)
  • Deal Type
  • Geography
  • & More

Try For Free 7-Day Free Trial

Buyer(S) 1

Buyer

Waverly Advisors

Birmingham, Alabama, United States
Category Company
Founded 1999
Sector Financial Services
DESCRIPTION

Waverly Advisors is a fee-only registered investment adviser that serves the investment management and wealth planning needs of a diverse group of clients, including high-net-worth individuals and families, corporate retirement plans, trusts, endowments and institutions. Waverly Advisors was formed in 1999 and is based in Birmingham, Alabama.

DEAL STATS #
Overall 8 of 8
Sector (Financial Services) 5 of 5
Type (Add-on Acquisition) 8 of 8
State (Ohio) 1 of 1
Country (United States) 8 of 8
Year (2024) 5 of 5
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-07-23 River Capital

Jacksonville, Florida, United States

River Capital is an investment advisory firm. River Capital was founded in 1998 and is headquartered in Jacksonville, Florida.

Buy -
Mergr

Product

Company

Legal