Explore All 3084 Add-on Acquisition Financial Services Deals - Search the Database Free
M&A Deal Summary |
|
|---|---|
| Date | September 5, 2024 |
| Target | Levy Wealth Management Group |
| Sector | Financial Services |
| Buyer(s) | Wealth Enhancement Group |
| Deal Type | Add-on Acquisition |
FILTER BY
| 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 Context for Buyer | # |
|---|---|
| Overall | 30 of 45 |
| Sector: Financial Services | 22 of 35 |
| Type: Add-on Acquisition | 29 of 43 |
| State: Pennsylvania | 5 of 5 |
| Country: United States | 30 of 45 |
| Year: 2024 | 3 of 5 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-07-11 |
Rock House Financial
Farmington, Utah, United States Rock House Financial provides comprehensive financial planning and investment management services to individuals, families, and small businesses. Rock House Financial is based in Farmington, Utah. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-10-02 |
FinTrust Capital Advisors
Greenville, South Carolina, United States FinTrust Capital Advisors offers advanced financial planning, investment management, and retirement plan services to their clients including business owners, professionals, and high-net-worth families. FinTrust Capital Advisors was founded in 2007 and is based in Greenville, South Carolina. |
Buy | - |
