M&A Deal Summary |
|
|---|---|
| Date | 2022-03-10 |
| Target | Integra Capital Advisors |
| Sector | Business Services |
| Buyer(s) | Wealth Enhancement Group |
| Deal Type | Add-on Acquisition |
SEARCH BY
Try For Free 7-Day Free Trial
| 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 | 21 of 35 |
| Sector (Business Services) | 7 of 8 |
| Type (Add-on Acquisition) | 20 of 34 |
| State (Florida) | 4 of 5 |
| Country (United States) | 21 of 35 |
| Year (2022) | 1 of 6 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-08-12 |
Investor Solutions
Miami, Florida, United States Investor Solutions is an independent RIA practice with six financial advisors that collectively oversee $1.1 billion in total client assets. Investor Solutions was formed in 1993 and is based in Miami, Florida. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-03-16 |
Napa Valley Wealth Management
St. Helena, California, United States Napa Valley Wealth Management was founded in 1992 with the mission of helping clients plan, build and preserve their wealth. The firm offers investment management, personalized financial planning and retirement planning for individuals, families and small businesses. |
Buy | - |
