M&A Deal Summary |
|
|---|---|
| Date | 2025-01-16 |
| Target | VanceGray Wealth Management |
| Sector | Financial Services |
| Buyer(s) | Wealth Enhancement Group |
| Deal Type | Add-on Acquisition |
SEARCH BY
| 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 | 35 of 39 |
| Sector: Financial Services M&A | 27 of 29 |
| Type: Add-on Acquisition M&A Deals | 34 of 38 |
| State: Maine M&A | 1 of 1 |
| Country: United States M&A | 35 of 39 |
| Year: 2025 M&A | 3 of 7 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-01-14 |
Northwest Investment Counselors
Lake Oswego, Oregon, United States Northwest Investment Counselors supports clients through every stage of life, from initial investing and navigating finances after major life changes to retirement and estate planning. Northwest Investment Counselors was founded in 1998 and is based in Lake Oswego, Oregon. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-08-05 |
Manwaring Wealth Management
Gilbert, Arizona, United States Manwaring Wealth Management specializes in personalized financial planning, with a focus on retirement income, tax efficiency, and estate preservation. Manwaring Wealth Management was founded in 2014 and is based in Gilbert, Arizona. |
Buy | - |
