M&A Deal Summary |
|
|---|---|
| Date | 2025-01-10 |
| Target | Danison & Associates |
| Sector | Financial Services |
| Buyer(s) | Wealth Enhancement Group |
| Deal Type | Add-on Acquisition |
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| Category | Company |
|---|---|
| Founded | 1997 |
| Sector | Financial Services |
| Employees | 250 |
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 | 33 of 39 |
| Sector: Financial Services M&A | 25 of 29 |
| Type: Add-on Acquisition M&A Deals | 32 of 38 |
| State: Ohio M&A | 1 of 1 |
| Country: United States M&A | 33 of 39 |
| Year: 2025 M&A | 1 of 7 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-11-07 |
M&R Capital Management
Summit, New Jersey, United States M&R Capital Management is a financial services firm that specializes in providing comprehensive wealth management and investment advisory services to individuals, families, and businesses. M&R Capital Management was founded in 1993 and is based in Summit, New Jersey. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-01-14 |
Northwest Investment Counselors
Lake Oswego, Oregon, United States Northwest Investment Counselors supports clients through every stage of life, from initial investing and navigating finances after major life changes to retirement and estate planning. Northwest Investment Counselors was founded in 1998 and is based in Lake Oswego, Oregon. |
Buy | - |
