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  6. Waverly Advisors Acquires Dickinson Investment Advisors

M&A Deal Summary

Waverly Advisors Acquires Dickinson Investment Advisors

On January 14, 2025, Waverly Advisors acquired business services company Dickinson Investment Advisors

Acquisition Highlights
  • This is Waverly Advisors’ 4th transaction in the Business Services sector.
  • This is Waverly Advisors’ 9th transaction in the United States.
  • This is Waverly Advisors’ 1st transaction in Iowa.

M&A Deal Summary
Date 2025-01-14
Target Dickinson Investment Advisors
Sector Business Services
Buyer(s) Waverly Advisors
Deal Type Add-on Acquisition

Target

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.

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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 9 of 9
Sector (Business Services) 4 of 4
Type (Add-on Acquisition) 9 of 9
State (Iowa) 1 of 1
Country (United States) 9 of 9
Year (2025) 1 of 1
PREVIOUS DEAL
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.

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