M&A Deal Summary

Wealth Enhancement Group Acquires FinTrust Capital Advisors

On October 2, 2024, Wealth Enhancement Group acquired financial services company FinTrust Capital Advisors

Acquisition Highlights
  • This is Wealth Enhancement Group’s 23rd transaction in the Financial Services sector.
  • This is Wealth Enhancement Group’s 31st transaction in the United States.
  • This is Wealth Enhancement Group’s 1st transaction in South Carolina.

M&A Deal Summary
Date 2024-10-02
Target FinTrust Capital Advisors
Sector Financial Services
Buyer(s) Wealth Enhancement Group
Deal Type Add-on Acquisition

Target

FinTrust Capital Advisors

Greenville, South Carolina, United States
FinTrust Capital Advisors offers advanced financial planning, investment management, and retirement plan services to their clients including business owners, professionals, and high-net-worth families. FinTrust Capital Advisors was founded in 2007 and is based in Greenville, South Carolina.

Search 200,500 Deals Now

SEARCH BY

  • Buyer Type (PE or Strategic)
  • Deal Size ($10M to $10B+)
  • Sector (60 Sectors)
  • Deal Type
  • Geography
  • & More

Try For Free 7-Day Free Trial

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 31 of 32
Sector (Financial Services) 23 of 24
Type (Add-on Acquisition) 30 of 31
State (South Carolina) 1 of 1
Country (United States) 31 of 32
Year (2024) 4 of 5
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-09-05 Levy Wealth Management Group

Philadelphia, Pennsylvania, United States

Levy Wealth Management Group is a financial advisory firm that offers wealth management, financial planning, investment management, and retirement planning services. Levy Wealth Management Group is based in Philadelphia, Pennsylvania.

Buy -
FOLLOWING DEAL
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 -
Mergr

Product

Company

Legal