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 |
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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 | 31 of 39 |
| Sector: Financial Services M&A | 23 of 29 |
| Type: Add-on Acquisition M&A Deals | 30 of 38 |
| State: South Carolina M&A | 1 of 1 |
| Country: United States M&A | 31 of 39 |
| Year: 2024 M&A | 4 of 5 |
| 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 | - |
| 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 | - |
