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  6. Wellesley Asset Management Acquires Halbert Wealth Management

M&A Deal Summary

Wellesley Asset Management Acquires Halbert Wealth Management

On September 23, 2025, Wellesley Asset Management acquired financial services company Halbert Wealth Management

Acquisition Highlights
  • This is Wellesley Asset Management’s 1st transaction in the Financial Services sector.
  • This is Wellesley Asset Management’s 1st transaction in the United States.
  • This is Wellesley Asset Management’s 1st transaction in Texas.

M&A Deal Summary
Date 2025-09-23
Target Halbert Wealth Management
Sector Financial Services
Buyer(s) Wellesley Asset Management
Deal Type Add-on Acquisition

Target

Halbert Wealth Management

Austin, Texas, United States
Halbert Wealth Management is a registered investment adviser offering wealth management and alternative investment strategies. Halbert Wealth Management was founded in 1995 and is based in Austin, Texas.

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Buyer(S) 1

Buyer

Wellesley Asset Management

Portsmouth, New Hampshire, United States
Category Company
Founded 1991
Sector Financial Services
DESCRIPTION

Wellesley Asset Management is a registered investment adviser specializing in convertible bond strategies for individual and institutional investors. Wellesley Asset Management was founded in 1991 and is based in Wellesley, Massachusetts.

DEAL STATS #
Overall 1 of 1
Sector: Financial Services M&A 1 of 1
Type: Add-on Acquisition M&A Deals 1 of 1
State: Texas M&A 1 of 1
Country: United States M&A 1 of 1
Year: 2025 M&A 1 of 1
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