M&A Deal Summary

Waverly Advisors Acquires StrategIQ

On January 3, 2024, Waverly Advisors acquired business services company StrategIQ

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

M&A Deal Summary
Date 2024-01-03
Target StrategIQ
Sector Business Services
Buyer(s) Waverly Advisors
Deal Type Add-on Acquisition

Target

StrategIQ

Merrillville, Indiana, United States
StrategIQ is a wealth management firm that offers a holistic approach to investment advice and financial planning, empowering investors and their families to secure their financial futures. StrategIQ was formed in 1996 and is based in Merrillville, Indiana.

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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 4 of 8
Sector (Business Services) 1 of 3
Type (Add-on Acquisition) 4 of 8
State (Indiana) 1 of 1
Country (United States) 4 of 8
Year (2024) 1 of 5
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2023-11-14 Prosper Financial Advisers

St. Petersburg, Florida, United States

Prosper Financial Advisers is a brokerage firm, specializing in buy-sell activity for automotive, RV, commercial truck, powersports, and equipment dealerships. Prosper Financial Advisers is based in St. Petersburg, Florida.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2024-04-09 McShane Partners

Charlotte, North Carolina, United States

McShane Partners offers a boutique approach to investment management, wealth advisory, and financial planning, with a holistic engagement of each client's financial goals, needs, and risk tolerances. McShane Partners is based in Charlotte, North Carolina.

Buy -
Mergr

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