M&A Deal Summary

Wealth Enhancement Group Acquires JOYN Advisors

On February 21, 2020, Wealth Enhancement Group acquired financial services company JOYN Advisors

Acquisition Highlights
  • This is Wealth Enhancement Group’s 10th transaction in the Financial Services sector.
  • This is Wealth Enhancement Group’s 14th transaction in the United States.
  • This is Wealth Enhancement Group’s 1st transaction in Georgia.

M&A Deal Summary
Date 2020-02-21
Target JOYN Advisors
Sector Financial Services
Buyer(s) Wealth Enhancement Group
Deal Type Add-on Acquisition

Target

JOYN Advisors

Atlanta, Georgia, United States
JOYN Advisors, Inc. is a registered investment adviser with approximately $1.3 billion in client assets.

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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 14 of 32
Sector (Financial Services) 10 of 24
Type (Add-on Acquisition) 13 of 31
State (Georgia) 1 of 1
Country (United States) 14 of 32
Year (2020) 1 of 3
PREVIOUS 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 -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2020-09-02 CJM Wealth

Deer Park, New York, United States

CJM Wealth is a hybrid registered investment adviser (RIA) with more than $440 million in client assets. CJM Wealth Management provides planning- centric, wealth management for individuals and families as well as 401(k) plan management. CJM Wealth was founded in 2003 and is based in Deer Park, New York.

Buy -
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