M&A Deal Summary |
|
|---|---|
| Date | 2025-01-14 |
| Target | Dickinson Investment Advisors |
| Sector | Business 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 | 9 of 12 |
| Sector: Business Services M&A | 4 of 4 |
| Type: Add-on Acquisition M&A Deals | 9 of 12 |
| State: Iowa M&A | 1 of 1 |
| Country: United States M&A | 9 of 12 |
| Year: 2025 M&A | 1 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-10-22 |
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. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-09-16 |
Brass Tax
Cincinnati, Ohio, United States Brass Tax is an independent financial advisory firm that focuses on providing tailored and life-centered income solutions, based in Cincinnati, Ohio. |
Buy | - |
