M&A Deal Summary |
|
|---|---|
| Date | 2025-10-31 |
| Target | Wise Wealth |
| 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 | 38 of 39 |
| Sector: Financial Services M&A | 29 of 29 |
| Type: Add-on Acquisition M&A Deals | 37 of 38 |
| State: Missouri M&A | 1 of 1 |
| Country: United States M&A | 38 of 39 |
| Year: 2025 M&A | 6 of 7 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-09-03 |
Dempsey Investment Management
South Burlington, Vermont, United States Dempsey Investment Management offers wealth management services, including financial planning and investment management. Dempsey Investment Management was founded in 1994 and is based in South Burlington, Vermont. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-11-06 |
Guidance Wealth
Elkhart, Indiana, United States Guidance Wealth provides financial planning and investment management services for individuals, families, and businesses. Guidance Wealth offers advisory services including retirement planning, tax planning, portfolio management, and business consulting. Guidance Wealth was founded in 2008 and is headquartered in Elkhart, Indiana. |
Buy | - |
