M&A Deal Summary

Wealth Enhancement Group Acquires M&R Capital Management

On November 7, 2024, Wealth Enhancement Group acquired financial services company M&R Capital Management

Acquisition Highlights
  • This is Wealth Enhancement Group’s 24th transaction in the Financial Services sector.
  • This is Wealth Enhancement Group’s 32nd transaction in the United States.
  • This is Wealth Enhancement Group’s 3rd transaction in New Jersey.

M&A Deal Summary
Date 2024-11-07
Target M&R Capital Management
Sector Financial Services
Buyer(s) Wealth Enhancement Group
Deal Type Add-on Acquisition
Advisor(s) Park Sutton Advisors (Financial)

Target

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.

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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 32 of 32
Sector (Financial Services) 24 of 24
Type (Add-on Acquisition) 31 of 31
State (New Jersey) 3 of 3
Country (United States) 32 of 32
Year (2024) 5 of 5
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-10-02 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.

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