M&A Deal Summary |
|
|---|---|
| Date | 2025-09-03 |
| Target | Dempsey Investment Management |
| Sector | Business Services |
| Buyer(s) | Wealth Enhancement Group |
| Deal Type | Add-on Acquisition |
| Advisor(s) | FP Transitions (Financial) |
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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 | 37 of 39 |
| Sector: Business Services M&A | 9 of 10 |
| Type: Add-on Acquisition M&A Deals | 36 of 38 |
| State: Vermont M&A | 1 of 1 |
| Country: United States M&A | 37 of 39 |
| Year: 2025 M&A | 5 of 7 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-08-05 |
Manwaring Wealth Management
Gilbert, Arizona, United States Manwaring Wealth Management specializes in personalized financial planning, with a focus on retirement income, tax efficiency, and estate preservation. Manwaring Wealth Management was founded in 2014 and is based in Gilbert, Arizona. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-10-31 |
Wise Wealth
Lee's Summit, Missouri, United States Wise Wealth is a financial advisory firm providing retirement, investment, and financial planning services for individuals, families, and business owners. Wise Wealth offers guidance in areas including tax strategy, insurance, estate planning, and business succession. Wise Wealth was founded in 2007 and is headquartered in Lee’s Summit, Missouri. |
Buy | - |
