M&A Deal Summary

Wealth Enhancement Group Acquires AEPG Wealth Strategies

On July 18, 2019, Wealth Enhancement Group acquired business services company AEPG Wealth Strategies

Acquisition Highlights
  • This is Wealth Enhancement Group’s 4th transaction in the Business Services sector.
  • This is Wealth Enhancement Group’s 12th transaction in the United States.
  • This is Wealth Enhancement Group’s 1st transaction in New Jersey.

M&A Deal Summary
Date 2019-07-18
Target AEPG Wealth Strategies
Sector Business Services
Buyer(s) Wealth Enhancement Group
Deal Type Add-on Acquisition

Target

AEPG Wealth Strategies

Warren, New Jersey, United States
AEPG Wealth Strategies is a registered investment advisor business offers planning and advisory services to individuals and families, including retirement planning, education planning, investment management, cash flow management, and tax strategies.

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Buyer(S) 1

Buyer

Wealth Enhancement Group

Plymouth, Minnesota, United States
Category Company
Founded 1997
Sector Financial Services
Employees250
DESCRIPTION
Wealth Enhancement Group's corporate headquarters in Plymouth, Minnesota.
Wealth Enhancement Group's corporate headquarters in Plymouth, Minnesota.

Wealth Enhancement Group is a comprehensive wealth management firm that provides team-based financial planning, estate planning, retirement income planning, insurance, tax strategies, and investment management services. Wealth Enhancement Group was founded in 1997 and is based in Plymouth, Minnesota.

DEAL STATS #
Overall 12 of 32
Sector (Business Services) 4 of 8
Type (Add-on Acquisition) 11 of 31
State (New Jersey) 1 of 3
Country (United States) 12 of 32
Year (2019) 4 of 5
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2019-06-13 Planning Solutions Group

Fulton, Maryland, United States

Planning Solutions Group LLC is a provider of quality financial planning services ranging from retirement and investment planning to more sophisticated strategies of the estate and business succession planning.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2019-12-19 BPU Investment Management

Pittsburgh, Pennsylvania, United States

BPU Investment Management, Inc. offers wealth management services for private clients, as well as brokerage services for individuals and institutions. BPU also performs asset management services for private clients, trusts, foundations, and retirement plans; operates a retirement plan consulting business; and offers personal financial education services for corporations, associations, and organizations.

Buy -
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