M&A Deal Summary |
|
|---|---|
| Date | 2025-12-17 |
| Target | Wealth Advocates |
| 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 | 43 of 45 |
| Sector: Financial Services M&A | 33 of 35 |
| Type: Add-on Acquisition M&A Deals | 41 of 43 |
| State: Utah M&A | 2 of 2 |
| Country: United States M&A | 43 of 45 |
| Year: 2025 M&A | 11 of 13 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-12-15 |
Spectrum Wealth Management
Irvine, California, United States Spectrum Wealth Management is a financial advisory firm that provides wealth management, retirement planning, and investment advisory services to individuals, families, and small businesses. Spectrum Wealth Management was founded in 2002 and is based in Irvine, California. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-12-18 |
AEGIS Financial
Oshkosh, Wisconsin, United States AEGIS Financial is a financial advisory firm that provides personalised, tax-oriented financial planning, asset management, and wealth-management services to individuals, families, executives, and business owners. AEGIS Financial was founded in 1993 and is based in Oshkosh, Wisconsin. |
Buy | - |
