M&A Deal Summary |
|
|---|---|
| Date | 2025-11-03 |
| Target | Pacific Portfolio Consulting |
| Sector | Financial Services |
| Buyer(s) | Waverly Advisors |
| Deal Type | Add-on Acquisition |
SEARCH BY
| 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 | 11 of 12 |
| Sector: Financial Services M&A | 7 of 8 |
| Type: Add-on Acquisition M&A Deals | 11 of 12 |
| State: Washington M&A | 1 of 1 |
| Country: United States M&A | 11 of 12 |
| Year: 2025 M&A | 3 of 4 |
| 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 | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-11-04 |
Bridge Creek Capital Management
West Barnstable, Massachusetts, United States Bridge Creek Capital Management provides investment management and advisory services for individuals, retirement plans, trusts, businesses, and non-profit organizations. Bridge Creek Capital Management was founded in 2006 and is headquartered in West Barnstable, Massachusetts. |
Buy | - |
