M&A Deal Summary |
|
|---|---|
| Date | 2024-09-27 |
| Target | EFS Group Wealth Management |
| Sector | Financial Services |
| Buyer(s) | WealthPlan Partners |
| Deal Type | Add-on Acquisition |
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| Category | Company |
|---|---|
| Founded | 1995 |
| Sector | Financial Services |
WealthPlan Partners is a full-service wealth management and financial planning firm. WealthPlan Partners offers a wide range of fee-based services, including investment management, financial planning, family office support, retirement planning, estate and tax strategies, and insurance solutions. WealthPlan Partners was founded in 1995 and is based in Omaha, Nebraska.
| DEAL STATS | # |
|---|---|
| Overall | 2 of 2 |
| Sector (Financial Services) | 2 of 2 |
| Type (Add-on Acquisition) | 2 of 2 |
| State (Iowa) | 1 of 1 |
| Country (United States) | 2 of 2 |
| Year (2024) | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-09-27 |
Klauke Investments & Insurance Services
Onalaska, Wisconsin, United States Klauke Investments & Insurance Services is a wealth management firm that offers comprehensive financial services, including asset allocation, retirement planning, life insurance reviews, and business benefits management. Klauke Investments & Insurance Services was founded in 1983 and is based in Onalaska, Wisconsin. |
Buy | - |
