M&A Deal Summary |
|
|---|---|
| Date | 2023-01-11 |
| Target | Sommers Financial Management |
| Sector | Business Services |
| Buyer(s) | Wealthcare Capital Management |
| Deal Type | Add-on Acquisition |
SEARCH BY
| Category | Company |
|---|---|
| Founded | 1999 |
| Sector | Information Technology |
Wealthcare Capital Management provides wealth advisors with a straightforward solution to help clients clarify their goals and risk preferences, align their investment risk with what they value most, and avoid being misguided by the abstract and tired questionnaire-based industry approach to risk tolerance. Wealthcare Capital Management was founded in 1999 and is based in Richmond, Virginia.
| DEAL STATS | # |
|---|---|
| Overall | 3 of 3 |
| Sector: Business Services M&A | 2 of 2 |
| Type: Add-on Acquisition M&A Deals | 3 of 3 |
| State: Oregon M&A | 1 of 1 |
| Country: United States M&A | 3 of 3 |
| Year: 2023 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-09-09 |
Fellows Financial
Leesburg, Virginia, United States Fellows Financial provides clients with financial advisory services by leveraging its technology and services platform to enhance the delivery of financial advisory services to clients. Fellows Financial was formed in 2015 and is based in Leesburg, Virginia. |
Buy | - |
