Tracked deals
54
54 tracked deals across 2024.
Financial Services Add-on Acquisitions in 2024
Buyer mix
Strategic-led
55 strategic · 16 pe
Top trend
Volume peaked in 2026
69 tracked deals announced in 2026.
Buyer Snapshot
Top Buyers
Illustrative buyers pulled from tracked transactions on this page. This table is capped and intentionally non-exhaustive.
| Buyer | # Deals | Focus | Type |
|---|---|---|---|
| Focus Financial Partners Inc. | 4 | Partnership/network of wealth management and related fina... | PE |
| Merit Financial Advisors | 3 | National wealth management firm and RIA platform providin... | Strategic (PE-backed) |
| Waverly Advisors, LLC | 3 | Fee-only, federally registered investment adviser providi... | Strategic (PE-backed) |
| Apella Wealth | 2 | National registered investment advisor delivering wealth ... | Strategic (PE-backed) |
| EP Wealth Advisors | 2 | Fee-only registered investment adviser (RIA) providing fi... | Strategic (PE-backed) |
| MAI Capital Management | 2 | Registered investment adviser providing wealth management... | Strategic (PE-backed) |
| MAI Capital Management, LLC | 2 | Registered investment adviser and wealth management firm ... | Strategic |
| Mercer Global Advisors, Inc. (Mercer Advisors) | 2 | National registered investment adviser offering wealth ma... | Strategic (PE-backed) |
| Perigon Wealth Management LLC | 2 | Independent, advisor-led registered investment advisor (R... | Strategic (PE-backed) |
| Pivotal Growth | 2 | UK mortgage and protection advice provider and consolidat... | Strategic (PE-backed) |
Acquisition Volume in Financial Services Add-on in 2024 by Year
Last 9 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
December 31, 2024
- Buyer
- MAI Capital Management
- Target
- Concentric Wealth Management
- Industry
- Financial Services
- Location
- California, United States
- Type
- Addon
Cleveland-based MAI Capital Management has acquired Concentric Wealth Management, a Lafayette, California RIA with six employees and $662 million in client assets, effective December 31, 2024. Concentric's founders, Eric Flett and Stewart McGuire, will adopt MAI branding and join as regional presidents as the firm integrates MAI's operations, HR and marketing resources.
-
December 31, 2024
- Buyer
- Wealth Enhancement
- Target
- Danison & Associates, Inc.
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Addon
Wealth Enhancement, a national independent wealth management firm, acquired Danison & Associates, an independent RIA based in Columbus, Ohio that oversees roughly $82 million in client assets. The deal closed on December 31, 2024 and marks Wealth Enhancement's first office in Greater Columbus as the two-advisor team joins Wealth Enhancement's platform and centralized planning and back-office services.
-
December 16, 2024
- Buyer
- Mariner (Mariner Wealth Advisors)
- Target
- Atlas Financial, Newport Advisory
- Industry
- Financial Services
- Location
- United States
- Type
- Addon
Mariner (Mariner Wealth Advisors) acquired Sarasota-based Atlas Financial and Newport Beach-based Newport Advisory, adding a combined approximately $878 million in assets under management and expanding its national footprint. The deals establish Mariner offices in Sarasota and Newport Beach and support the firm's goal of growing its advisor network and AUM.
-
December 13, 2024
- Buyer
- Merit Financial Advisors
- Target
- Roth Asset Management
- Seller
- Roth Asset Management, Steven B. Roth
- Industry
- Financial Services
- Location
- Oregon, United States
- Type
- Addon
Merit Financial Advisors, a Georgia-based wealth management firm, has acquired Lake Oswego, Oregon–based Roth Asset Management, adding approximately $773 million of assets and expanding Merit's presence in the Pacific Northwest. Roth’s president, Steven B. Roth, will transition to a Wealth Manager role; financial terms were not disclosed and the deal closed December 13, 2024.
-
December 13, 2024
- Buyer
- Waverly Advisors, LLC
- Target
- Planning Capital Management Corp.
- Industry
- Financial Services
- Location
- Pennsylvania, United States
- Type
- Addon
Waverly Advisors has acquired Planning Capital Management Corp., an investment advisory firm headquartered in Paoli, Pennsylvania, expanding Waverly's presence into the greater Philadelphia area. The deal, which closed on December 13, 2024, increases Waverly's AUM to approximately $15.9 billion and brings the entire Planning Capital team into Waverly.
-
December 13, 2024
- Buyer
- Apella Wealth
- Target
- Young Wealth Management
- Industry
- Financial Services
- Location
- California, United States
- Type
- Addon
Apella Wealth, a national RIA headquartered in West Hartford, Connecticut, has acquired Young Wealth Management, a Davis, California-based registered investment adviser with $144 million in AUM. The deal, which closed December 13, 2024, expands Apella's West Coast presence and is the firm’s twentieth acquisition and ninth since partnering with Wealth Partners Capital Group.
-
December 11, 2024
- Buyer
- ZEDRA
- Target
- Gryphon
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Addon
ZEDRA, a global provider of wealth, corporate and fund services backed by Corsair and BCI, has joined forces with Gryphon, an Ohio-headquartered fund administrator. The integration significantly expands ZEDRA's U.S. fund administration business (doubling its size) and grows combined assets under administration to roughly $30 billion.
-
December 6, 2024
- Buyer
- Merit Financial Advisors
- Target
- Trinity Financial Partners
- Industry
- Financial Services
- Location
- Pennsylvania, United States
- Type
- Addon
Merit Financial Advisors announced that Trinity Financial Partners has merged into Merit, adding approximately $603 million in assets and establishing Merit's third office in Pennsylvania. Robyn E. Jameson will join Merit as Managing Director, Partner and Wealth Manager; financial terms were not disclosed.
-
December 6, 2024
- Buyer
- Apella Wealth, Wealth Partners Capital Group
- Target
- Barker Financial Group, Inc.
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Addon
Apella Wealth, a West Hartford, Connecticut–based registered investment advisor, has acquired Barker Financial Group, Inc., an RIA based in Topsfield, Massachusetts that brings $218 million in AUM. The add-on deal, Apella's nineteenth and its eighth since partnering with Wealth Partners Capital Group, closed on December 6, 2024 and establishes Apella's presence in Topsfield while expanding its regional financial planning and investment management capabilities.
-
November 29, 2024
- Buyer
- Osaic
- Target
- Nova Wealth
- Industry
- Financial Services
- Location
- New York, United States
- Type
- Addon
Osaic, a national wealth management platform, announced that Nova Wealth, an independent wealth manager based in Buffalo, New York managing $180 million in client assets, has joined the Osaic network. The move expands Osaic's advisor network and adds Nova Wealth's retirement income distribution planning capabilities to Osaic's platform.
-
November 12, 2024
- Buyer
- Mercer Global Advisors (Mercer Advisors)
- Target
- Chapel & Collins
- Seller
- Dennis Collins (founding partner of Chapel & Collins)
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Addon
Mercer Global Advisors (Mercer Advisors) has acquired Chapel & Collins, a Fort Collins, Colorado-based Registered Investment Adviser managing about $675 million for over 500 clients. The deal expands Mercer's advisor capacity and boosts its assets under management in the Greater Denver area to nearly $5 billion, deepening its regional presence and wealth management capabilities.
-
- Buyer
- EP Wealth Advisors
- Target
- Gather Financial Planning, Riley Private Client, LLC
- Industry
- Financial Services
- Location
- United States
- Type
- Addon
EP Wealth Advisors has acquired Gather Financial Planning (Maine) and Riley Private Client, LLC (Texas), adding more than $240 million in assets under management to the EP platform. The transactions are add-on acquisitions that expand EP Wealth's regional presence in Northern New England and North Texas and bring small advisor teams into the PE-backed RIA's national footprint.
-
November 1, 2024
- Buyer
- The Colony Group, LLC, Focus Financial Partners Inc.
- Target
- GYL Financial Synergies, LLC
- Industry
- Financial Services
- Location
- Connecticut, United States
- Type
- Addon
The Colony Group, a Focus Financial Partners firm, has integrated GYL Financial Synergies in a transaction completed on November 1, 2024, adding more than $6.6 billion in regulatory assets under management and bringing Colony’s office count to 100. The GYL team will join Colony’s institutional practice and former GYL CEO Gerry Goldberg will become a Division President at Colony to help expand advisory and institutional consulting capabilities.
-
October 18, 2024
- Buyer
- Foundation Source
- Target
- Vennfi
- Industry
- Financial Services
- Location
- Georgia, United States
- Type
- Addon
Foundation Source has acquired Vennfi, a financial-technology firm that powers the Charityvest donor-advised fund (DAF) platform. The acquisition adds turnkey DAF and workplace-giving capabilities to Foundation Source's suite of philanthropic software and services and will see Vennfi's management join Foundation Source to accelerate product deployment across wealth management and employer channels.
-
- Buyer
- U.S. Retirement & Benefits Partners
- Target
- Pension Planning Consultants
- Industry
- Financial Services
- Location
- New Mexico, United States
- Type
- Addon
U.S. Retirement & Benefits Partners (USRBP) has acquired Pension Planning Consultants (PPC), a retirement plan third-party administrator based in Albuquerque, New Mexico. The deal expands USRBP's Southwest footprint and adds PPC's retirement plan administration and consulting capabilities to USRBP's national partner network.
-
October 8, 2024
- Buyer
- ADISA
- Target
- The National Due Diligence Alliance (TNDDA)
- Industry
- Financial Services
- Location
- United States
- Type
- Addon
ADISA, the alternative and direct investment trade association, announced it will unite with The National Due Diligence Alliance (TNDDA) and bring the organizations under the ADISA name. The groups are expected to officially join after TNDDA’s conference on November 22–24, 2024, and the 2025 season will be branded “TNDDA by ADISA.”
-
October 2, 2024
- Buyer
- Mercer Global Advisors, Inc. (Mercer Advisors)
- Target
- Kades & Cheifetz LLC
- Industry
- Financial Services
- Location
- Pennsylvania, United States
- Type
- Addon
Mercer Global Advisors, Inc. (Mercer Advisors) has acquired Kades & Cheifetz LLC, a Pennsylvania-based registered investment adviser that manages approximately $440 million in client assets and serves affluent families in the Philadelphia "Main Line" area with additional coverage in Florida. The small, partner-led RIA will join Mercer's national platform to expand the firm's presence in Pennsylvania and Florida; financial terms were not disclosed.
-
October 2, 2024
- Buyer
- Wealth Enhancement Group
- Target
- FinTrust Capital Advisors, LLC
- Industry
- Financial Services
- Location
- South Carolina, United States
- Type
- Addon
Wealth Enhancement Group has acquired FinTrust Capital Advisors, LLC, a hybrid RIA headquartered in Greenville, South Carolina that oversees approximately $2.39 billion in client assets. The 14-advisor team (plus 13 support staff) will join Wealth Enhancement Group as part of its continued Southeast expansion; Park Sutton Advisors served as exclusive financial advisor to FinTrust.
-
September 28, 2024
- Buyer
- Transform Wealth LLC, Focus Financial Partners Inc.
- Target
- Custom Portfolio Group LLC (CPG)
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Addon
Focus Financial Partners entered into a definitive agreement under which Custom Portfolio Group LLC (CPG) will formally join its partner firm, Transform Wealth LLC (Transform). The deal is expected to close in Q4 2024, subject to customary closing conditions, combining CPG’s wealth planning and investment management capabilities with Transform’s advisory platform.
-
September 27, 2024
- Buyer
- Waverly Advisors, LLC
- Target
- CenterPoint Wealth Management
- Industry
- Financial Services
- Location
- Indiana, United States
- Type
- Addon
Waverly Advisors, a Birmingham-based registered investment adviser, has acquired CenterPoint Wealth Management, an investment advisory practice based in Zionsville, Indiana. The deal closed on September 27, 2024, marks Waverly's 16th transaction since receiving equity from Wealth Partners Capital Group and HGGC's Aspire Holdings platform, and expands Waverly's presence in the Indianapolis area.
-
September 24, 2024
- Buyer
- Cadex Solutions Corporation, Trivest Partners LP
- Target
- Receivables Control Corporation
- Seller
- Receivables Control Corporation shareholders (including President/CEO Luke Vidor)
- Industry
- Financial Services
- Location
- Minnesota, United States
- Type
- Addon
Cadex Solutions Corporation, in partnership with private equity firm Trivest Partners LP, has acquired Receivables Control Corporation (RCC), a Maple Grove, Minnesota-based commercial debt recovery and accounts receivable management firm. The acquisition is an add-on to Cadex’s order-to-cash platform intended to broaden its commercial collections, asset recovery and liquidation capabilities and expand its global service offering.
-
September 24, 2024
- Buyer
- The Retirement Planning Group (TRPG), Cetera Holdings
- Target
- Parrott Wealth Management, LLC
- Seller
- William Parrott
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Addon
The Retirement Planning Group (TRPG), Cetera’s employee-based RIA, has acquired Parrott Wealth Management, a three-person Austin-based advisory firm led by William Parrott that manages roughly $185–$185 million in assets. The team of three and approximately 200 clients will join TRPG, increasing TRPG’s assets under management and marking its fourth acquisition since being acquired by Cetera in 2023.
-
September 5, 2024
- Buyer
- Bishop Street Underwriters, RedBird Capital Partners
- Target
- Conifer Insurance Services
- Seller
- Conifer Holdings, Inc.
- Industry
- Financial Services
- Location
- Michigan, United States
- Type
- Addon
Bishop Street Underwriters, a RedBird Capital portfolio insurance platform, has acquired Conifer Insurance Services, a specialty commercial managing general agent (MGA), from Conifer Holdings, Inc. The acquisition expands Bishop Street's capabilities into commercial lines (SME, hospitality and auto dealers) and is intended to drive geographic expansion, new product development and add-on synergies for the platform.
-
September 3, 2024
- Buyer
- Mercer Global Advisors, Inc. (Mercer Advisors)
- Target
- Benchmark Wealth Management, LLC
- Industry
- Financial Services
- Location
- Connecticut, United States
- Type
- Addon
Mercer Global Advisors (Mercer Advisors) has acquired Benchmark Wealth Management, a Registered Investment Adviser based in Old Lyme, Connecticut that oversees approximately $412 million in assets for more than 300 primarily high-net-worth clients. The deal expands Mercer’s presence in Connecticut and the Northeast while adding Benchmark’s high-net-worth financial planning and wealth management capabilities to Mercer’s national RIA platform.
-
September 2, 2024
- Buyer
- Lumon, Pollen Street Capital
- Target
- Abacus FX
- Industry
- Financial Services
- Location
- England, United Kingdom
- Type
- Addon
Lumon has agreed to acquire Abacus FX, an international payments specialist with a presence in London and Portugal, to expand its corporate international payments and hedging capabilities. The deal is the sixth acquisition since Pollen Street Capital invested in Lumon in 2018 and is intended to accelerate Lumon's corporate division growth across the UK and Europe.
-
August 11, 2024
- Buyer
- Union Bay Acquisition LLC
- Target
- Brookside Insurance (commercial insurance business)
- Seller
- Brookside Insurance
- Industry
- Financial Services
- Location
- Pennsylvania, United States
- Type
- Addon
Union Bay Acquisition LLC has acquired the commercial insurance business of Brookside Insurance, an Allentown, Pennsylvania-based insurance agency. The terms were not disclosed; Union Bay said this is its fourteenth acquisition as it continues to consolidate regional property-casualty agencies to expand its platform and capabilities.
-
- Buyer
- Integrity Marketing Group, LLC
- Target
- Power Team Financial Services
- Industry
- Financial Services
- Location
- California, United States
- Type
- Addon
Integrity Marketing Group partnered with Power Team Financial Services, an independent marketing organization led by Flor and Cristian Orellana based in Corona, California. The deal brings Integrity’s technology, products and support to Power Team to help scale life insurance and retirement solutions for Latino and other underserved communities; financial terms were not disclosed.
-
- Buyer
- The Retirement Planning Group (TRPG), Cetera Holdings / Cetera Financial Group
- Target
- Watters Financial Services
- Seller
- Watters Financial Services, Tim Watters, Colin Watters
- Industry
- Financial Services
- Location
- New Jersey, United States
- Type
- Addon
The Retirement Planning Group (TRPG), Cetera's employee-based RIA, has acquired Watters Financial Services, a Paramus, New Jersey-based father-son wealth management practice with roughly $180 million in assets under management. Three employees and about 130 clients will join TRPG as the firm expands its AUM and advisor footprint following TRPG's own acquisition by Cetera.
-
August 1, 2024
- Buyer
- Hilb Group
- Target
- Unnamed Texas-based property and casualty agency
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Addon
The Hilb Group, a Carlyle-backed property & casualty and employee benefits brokerage headquartered in Richmond, Virginia, acquired a Texas-based property and casualty agency effective August 1, 2024. The acquisition expands Hilb Group's presence in its Central region; the target was not named in the announcement and financial terms were not disclosed.
-
- Buyer
- Pivotal Growth, Pollen Street Capital
- Target
- Charleston Financial Services Limited
- Industry
- Financial Services
- Location
- England, United Kingdom
- Type
- Addon
Pivotal Growth, backed by Pollen Street Capital, has acquired Charleston Financial Services Limited, a Milton Keynes-based mortgage and protection broker specialising in commercial, bridging, buy-to-let and HMO markets. The transaction — granted FCA regulatory approval — expands Pivotal Growth's specialist distribution offering and is the 13th acquisition completed under Pollen Street's ownership.
-
July 29, 2024
- Buyer
- Wide Group, Pollen Street
- Target
- Anglo Lombarda Insurance Brokers Srl
- Industry
- Financial Services
- Location
- Campania, Italy
- Type
- Addon
Wide Group, a Pollen Street‑backed Italian insurance broking consolidator, has acquired Anglo Lombarda Insurance Brokers Srl, a Naples- and Treviso-based commercial insurance broker. The deal expands Wide Group’s regional footprint and capabilities—particularly in financial lines and aquaculture—continuing its M&A consolidation strategy under Pollen Street ownership.
-
- Buyer
- World Investment Advisors
- Target
- Boston Harbor Wealth Advisors
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Addon
Santa Barbara-based World Investment Advisors, a subsidiary of World Insurance Associates, has acquired Boston Harbor Wealth Advisors, an independent financial advisory firm based in Westborough, Massachusetts. The deal brings more than $3.5 billion in AUM, 76 team members and 15 offices into World’s platform as part of its ongoing RIA roll-up and AUM growth strategy.
-
July 18, 2024
- Buyer
- CW Advisors, LLC, Audax Private Equity
- Target
- Mercadien Asset Management, LLC
- Industry
- Financial Services
- Location
- New Jersey, United States
- Type
- Addon
CW Advisors (CWA), a Boston-based SEC-registered investment advisor, has acquired Mercadien Asset Management, an RIA based in Hamilton, New Jersey. Terms were not disclosed; the deal expands CWA's Mid-Atlantic footprint and is the third acquisition since CWA partnered with Audax Private Equity in June 2023.
-
July 11, 2024
- Buyer
- Pivotal Growth
- Target
- Morrison Ward Associates
- Industry
- Financial Services
- Location
- United Kingdom
- Type
- Addon
Pivotal Growth, a Pollen Street-backed UK mortgage and protection platform, has acquired Morrison Ward Associates (MWA), a London-based mortgage and protection broker founded by John Morrison. The deal expands Pivotal's mortgage and protection offering and strengthens its London footprint as part of the group's ongoing roll-up strategy.
-
- Buyer
- EP Wealth Advisors, LLC
- Target
- Sloan Investment Management, LLC
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Addon
EP Wealth Advisors has acquired Dallas-based Sloan Investment Management, adding roughly $700 million of AUM to EP Wealth's Dallas footprint. The deal expands EP Wealth's presence in the Dallas market and brings Sloan's advisers and support staff into EP Wealth's platform; financial terms were not disclosed.
-
June 30, 2024
- Buyer
- CW Advisors, LLC
- Target
- Cubic Asset Management, LLC
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Addon
Boston-based CW Advisors (CWA), a PE-backed registered investment advisor, has acquired Cubic Asset Management, an independent Boston-based account management firm, adding over $700 million of AUM to CWA. The deal is an add-on to CWA's platform (which is partnered with Audax Private Equity) and is intended to expand CWA's investment capabilities and client servicing for high-net-worth and ultra-high-net-worth clients.
-
June 6, 2024
- Buyer
- Blue Ridge Associates, Levine Leichtman Capital Partners
- Target
- Tax Sheltered Compensation, Inc. (TSC)
- Seller
- Matt Slyter, Gary Zurek
- Industry
- Financial Services
- Location
- Minnesota, United States
- Type
- Addon
Blue Ridge Associates, a portfolio company of Levine Leichtman Capital Partners, has acquired Tax Sheltered Corporation/Tax Sheltered Compensation, Inc. (TSC), a provider of retirement plan administration and recordkeeping services. The acquisition expands Blue Ridge's capacity and technical capabilities in ESOP and qualified retirement plan administration, adding TSC's ~3,100 plans covering over 152,000 participants to its platform.
-
- Buyer
- Trifecta Collective LLC, GreyLion
- Target
- TRANSACT
- Seller
- Electronic Transactions Association (ETA)
- Industry
- Financial Services
- Location
- Virginia, United States
- Type
- Addon
Trifecta Collective LLC, a trade-show platform backed by private equity firm GreyLion, has acquired TRANSACT from the Electronic Transactions Association (ETA). TRANSACT is a leading annual payments industry event (250+ exhibitors, ~3,000 attendees) and will be added to Trifecta's growing portfolio of B2B events.
-
May 21, 2024
- Buyer
- Waverly Advisors, LLC
- Target
- Derbend Asset Management
- Industry
- Financial Services
- Location
- Georgia, United States
- Type
- Addon
Waverly Advisors, a fee-only RIA backed by Wealth Partners Capital Group and HGGC’s Aspire platform, has acquired Derbend Asset Management of Peachtree City, Georgia. The deal closed May 17, 2024, brings roughly $310 million of AUM onto Waverly's platform as its 20th office and increases Waverly's total AUM to approximately $11.9 billion.
-
- Buyer
- Bluespring Wealth Partners
- Target
- KDI Wealth Management
- Seller
- Kevin Dick, Carrie Dick, Shane Keith
- Industry
- Financial Services
- Location
- Arizona, United States
- Type
- Addon
Bluespring Wealth Partners announced the acquisition of Scottsdale-based KDI Wealth Management, a 14-person firm overseeing over $750 million in client assets. KDI's founders (Kevin and Carrie Dick) and partner Shane Keith will join Bluespring while KDI also joins the Kestra Financial platform to access additional tools and resources and accelerate growth.
-
- Buyer
- MAI Capital Management, LLC
- Target
- Harbor Wealth Management
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Addon
MAI Capital Management has acquired Harbor Wealth Management, an independent wealth advisory firm with offices in Boulder and Denver, Colorado and approximately $321 million in client assets under management. Harbor’s founders and senior advisors will join MAI as Senior Wealth Advisors/Managing Directors and the firm will adopt MAI’s brand and platform to expand MAI’s presence in Colorado.
-
- Buyer
- Marygold & Co. (UK) Limited, The Marygold Companies, Inc.
- Target
- Step-By-Step Financial Planners Limited
- Industry
- Financial Services
- Location
- Staffordshire, United Kingdom
- Type
- Addon
Marygold & Co. (UK) Limited, a wholly owned UK subsidiary of The Marygold Companies, Inc., has acquired Step-By-Step Financial Planners Limited, a Rugeley, Staffordshire-based financial advisory firm with approximately US$33.7 million (£27 million) in assets under management. Kevin Pratt and his team will remain with the business; terms of the transaction were not disclosed. The deal expands Marygold's UK wealth management footprint as part of its broader fintech-enabled strategy.
-
- Buyer
- Union Bay Acquisition LLC
- Target
- Cornerstone Insurance Services
- Industry
- Financial Services
- Location
- Pennsylvania, United States
- Type
- Addon
Union Bay Acquisition LLC, an aggregator of property-casualty insurance agencies based in Lansdale, Pennsylvania, has acquired Cornerstone Insurance Services of Elkins Park, Pennsylvania. The acquisition will augment Union Bay's portfolio and expand its expertise and presence servicing clients in New Jersey and Pennsylvania; terms were not disclosed.
-
April 8, 2024
- Buyer
- Beyond Risk Topco Holdings, LP LLC
- Target
- SL Management Partners, LLC
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Addon
Beyond Risk Topco Holdings, LP LLC (Beyond Risk) has acquired SL Management Partners, a Massachusetts-based medical stop loss managing general underwriter and claims services provider. The acquisition expands Beyond Risk’s employee benefits and medical stop loss (MSL) capabilities and adds underwriting and claims services to its alternative risk solutions platform, providing SL Management Partners with strategic, operational and distribution support.
-
April 2, 2024
- Buyer
- EP Wealth Advisors
- Target
- Wacker Wealth Partners
- Industry
- Financial Services
- Location
- California, United States
- Type
- Addon
EP Wealth Advisors has acquired Wacker Wealth Partners, a San Luis Obispo, California-based registered investment adviser, adding nearly $1.2 billion in assets under management and 22 team members to EP's platform. The Wacker leadership team will join EP in regional roles to expand the firm's presence on California's Central Coast; financial terms were not disclosed.
-
- Buyer
- Focus Financial Partners Inc., Kovitz Investment Group Partners, LLC
- Target
- Strategic Wealth Partners Group, LLC
- Industry
- Financial Services
- Location
- Illinois, United States
- Type
- Addon
Focus Financial Partners has entered into a definitive agreement for its partner firm Strategic Wealth Partners Group, LLC (SWP) to formally join the Focus “hub” firm Kovitz Investment Group Partners, LLC. The transaction is expected to close in Q2 2024 subject to customary closing conditions, creating a combined firm expected to manage over $14.5 billion in regulatory assets under management.
-
March 21, 2024
- Buyer
- Focus Financial Partners Inc., Bordeaux Wealth Advisors LLC
- Target
- Executive Wealth Group, LLC
- Industry
- Financial Services
- Location
- Washington, United States
- Type
- Addon
Focus Financial Partners announced it has entered into a definitive agreement for Executive Wealth Group, LLC to join partner firm Bordeaux Wealth Advisors. The deal is expected to close in the second quarter of 2024, subject to customary closing conditions. The combined platform will expand Bordeaux’s presence in the Seattle market and enhance its ability to serve aerospace industry executives and their families.
-
March 13, 2024
- Buyer
- Merit Financial Advisors
- Target
- Viren and Associates, Inc.
- Industry
- Financial Services
- Location
- Washington, United States
- Type
- Addon
Merit Financial Advisors has acquired Viren and Associates, a Spokane-based financial planning firm, adding more than $542 million in total assets and expanding Merit's presence in the Pacific Northwest. The deal, finalized March 8, 2024, brings Viren's founders and their small advisory team into Merit and strengthens Merit's retirement-plan and insurance service capabilities.
-
March 12, 2024
- Buyer
- Delta Data, Terminus Capital Partners
- Target
- Phoenix Systems Inc.
- Industry
- Financial Services
- Location
- Georgia, United States
- Type
- Addon
Delta Data, a Terminus Capital Partners company, acquired Phoenix Systems Inc., a fintech provider of global mutual fund transfer agent, sub-accounting and trading software. The deal expands Delta Data’s product capabilities into fund trading and record-keeping and accelerates its international footprint across Europe, Australia, the Caribbean and Canada.
-
- Buyer
- Perigon Wealth Management LLC
- Target
- Blue Water Capital Management LLC, Lumin Financial LLC
- Industry
- Financial Services
- Location
- United States
- Type
- Addon
Perigon Wealth Management LLC has acquired Blue Water Capital Management LLC (Syracuse, NY) and Lumin Financial LLC (Southfield, MI), adding approximately $375 million of combined AUM. The transactions expand Perigon’s advisor-led RIA platform and bolster its presence in New York and Michigan; terms were not disclosed.
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