M&A Deal Summary |
|
|---|---|
| Date | 2024-10-22 |
| Target | 9258 Wealth Management |
| Sector | Financial Services |
| Buyer(s) | Waverly Advisors |
| Deal Type | Add-on Acquisition |
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| Category | Company |
|---|---|
| Founded | 1999 |
| Sector | Financial Services |
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 12 |
| Sector: Financial Services M&A | 5 of 8 |
| Type: Add-on Acquisition M&A Deals | 8 of 12 |
| State: Ohio M&A | 1 of 2 |
| Country: United States M&A | 8 of 12 |
| Year: 2024 M&A | 5 of 5 |
| 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 | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-01-14 |
Dickinson Investment Advisors
Council Bluffs, Iowa, United States Dickinson Investment Advisors is an investment advisory firm, that offers specialized tax planning solutions as a complement to its comprehensive financial planning and investment management platform. Dickinson Investment Advisors was founded in 1998 and is based in Council Bluffs, Iowa. |
Buy | - |
