Explore All 3084 Add-on Acquisition Financial Services Deals - Search the Database Free
M&A Deal Summary |
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|---|---|
| Date | December 15, 2025 |
| Target | Spectrum Wealth Management |
| 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 Context for Buyer | # |
|---|---|
| Overall | 42 of 45 |
| Sector: Financial Services | 32 of 35 |
| Type: Add-on Acquisition | 40 of 43 |
| State: California | 4 of 4 |
| Country: United States | 42 of 45 |
| Year: 2025 | 10 of 13 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-12-06 |
L.M. Kohn
Cincinnati, Ohio, United States L.M. Kohn specialises in financial planning and small business benefits consulting, serving individual investors and financial professionals. L.M. Kohn was founded in 1990 and is based in Cincinnati, Ohio. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-12-17 |
Wealth Advocates
Logan, Utah, United States Wealth Advocates is a financial advisory firm that provides coordinated financial planning, investment management, retirement strategy, estate planning support, and risk-management services to individuals and families. Wealth Advocates was founded in 2017 and is based in Logan, Utah. |
Buy | - |
