WealthTrust Mergers and Acquisitions Summary

Financial Services Company

WealthTrust has acquired 1 company.

WealthTrust has acquired in 1 US state. The Company’s most targeted sectors include financial services (100%).

Join Mergr and gain access to WealthTrust’s M&A summary, the M&A summaries of companies just like it, as well as recent M&A activity in the financial services sector.

M&A Summary

  • M&A Total Activity1
    • M&A Buy Activity1
  • Total Sectors Invested 1
  • Total Countries Invested 1

WealthTrust LLC

8434 East Shea Blvdd,
Scottsdale, Arizona 85260
United States,
(480) 339-5221
www.wealthtrust.com

WealthTrust, a Nashville, TN-based holding company, is a strategic financial partner for US-based investment management firms. The company provides comprehensive wealth management services to select individuals and families through eleven affiliated investment management firms. WealthTrust?s team of specialists strengthens each of the affiliates by providing them execution and support in compliance, technology, back office and client services.


M&A Summary

Buy vs Sell

Year ≤ '16 '17 '18 '19 '20 '21 T
Buy (0.0/yr) # 1 - - - - - 1
Sell (0.0/yr) # - - - - - - 0
  1

Most Recent M&A

Company Date Value Type
Fairport Asset Management LLC 2007-11-02 - Add-on Acquisition
Cleveland, Ohio · www.fairportasset.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 1 (100%) - - -
Total 1 - - -

By Geo

State/Country Buy Value Sell Value
United States 1 - - -
  Ohio 1 - - -
Total 1 - - -

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