M&A Deal Summary

Wealth Enhancement Group Acquires Summit Planning Group

On January 23, 2019, Wealth Enhancement Group acquired financial services company Summit Planning Group

Acquisition Highlights
  • This is Wealth Enhancement Group’s 6th transaction in the Financial Services sector.
  • This is Wealth Enhancement Group’s 9th transaction in the United States.
  • This is Wealth Enhancement Group’s 2nd transaction in Wisconsin.

M&A Deal Summary
Date 2019-01-23
Target Summit Planning Group
Sector Financial Services
Buyer(s) Wealth Enhancement Group
Deal Type Add-on Acquisition

Target

Summit Planning Group

Green Bay, Wisconsin, United States
Summit Planning Group is a provider of independent financial guidance to approximately 980 families through a fee-based model. Summit Planning Group was founded in 2000 and is based in Green Bay, Wisconsin.

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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 9 of 32
Sector (Financial Services) 6 of 24
Type (Add-on Acquisition) 8 of 31
State (Wisconsin) 2 of 2
Country (United States) 9 of 32
Year (2019) 1 of 5
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2018-10-23 Gdm Advisory Group

Fort Washington, Pennsylvania, United States

Gdm Advisory Group Ltd. provides independent financial guidance to approximately 250 individuals and families through a purely fee-based model. The firm's approach begins by developing a robust financial picture of each client, including factors such as savings capacity, existing investment wealth and investment temperament. GDM conducts regular risk tolerance assessments with clients to make adjustments to their portfolios in keeping with the firm's customized client service model.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2019-04-05 Wiley Group

West Conshohocken, Pennsylvania, United States

Wiley Group is an independent wealth advisory firm offering a concierge approach to fulfill personal and financial life goals.

Buy -
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