M&A Deal Summary |
|
|---|---|
| Date | 2015-05-01 |
| Target | Fiduciary Financial Services of the Southwest |
| Sector | Financial Services |
| Buyer(s) | Wunderlich Securities |
| Deal Type | Add-on Acquisition |
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| Category | Company |
|---|---|
| Sector | Financial Services |
| Employees | 450 |
| Revenue | 117M USD (2017) |
Wunderlich Securities, Inc. offers comprehensive wealth management services to individuals, families, corporations and non-profit organizations.
| DEAL STATS | # |
|---|---|
| Overall | 2 of 2 |
| Sector: Financial Services M&A | 2 of 2 |
| Type: Add-on Acquisition M&A Deals | 2 of 2 |
| State: Texas M&A | 1 of 1 |
| Country: United States M&A | 2 of 2 |
| Year: 2015 M&A | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-01-23 |
Dominick & Dominick
New York, New York, United States Dominick & Dominick LLC is a provider of wealth management services. |
Buy | - |
