Euldora Financial Acquires Wallner Media Group

Alera Group Acquires Muench Financial, Inc.

December 31, 2019

Wealth Management

Alera Group acquired Seattle-based Muench Financial, Inc., effective December 31, 2019. The deal brings Jon Muench and his team into Alera Group's wealth management and retirement services practice, expanding Alera's capabilities and presence in the Pacific Northwest.

Waverly Advisors Acquires Mueller Financial Solutions

October 25, 2024

Wealth Management

Waverly Advisors, a Birmingham-based registered investment adviser, has acquired Mueller Financial Solutions, an RIA based in Canon City, Colorado. The deal closed October 25, 2024; Jeffrey Mueller and his team joined Waverly as partners and Waverly continues to expand its Colorado footprint under its PE-backed ownership.

Wealth Enhancement Group Acquires New Era Financial Advisors, Inc.

April 26, 2023

Financial Services

Wealth Enhancement Group, a national independent wealth management firm, acquired New Era Financial Advisors, Inc., a hybrid RIA with two Minnesota locations and over $1.1 billion in client assets. The deal adds a team of six advisors and 11 support staff and expands Wealth Enhancement Group's presence in the Twin Cities market.

NerdWallet Acquires Fundera

October 30, 2020

Financial Services

NerdWallet has acquired Fundera, a New York–based online marketplace that connects small and medium-sized businesses with lenders and other financial products. Fundera will become a NerdWallet subsidiary and its team will join NerdWallet as the company expands its offerings into the SMB lending and small-business financial guidance market.

Waverly Advisors Acquires Wall Advisors

December 5, 2022

Financial Services

Waverly Advisors, a Birmingham-based registered investment advisor, has acquired Wall Advisors, a small wealth management firm founded by H. Lee Wall. The Wall Advisors team of four will join Waverly (Lee Wall will serve as Regional Director); the deal closed on December 2, 2022 and is Waverly's third RIA acquisition since taking equity backing from Wealth Partners Capital Group and HGGC's Aspire Holdings platform.

LTV SaaS Growth VII Acquires Newor Media

October 7, 2021

Marketing & Advertising

LTV SaaS Growth VII, LLC has acquired Newor Media, a programmatic ad management and header-bidding platform for publishers. The purchase transfers ownership from Newor Media's founder team (including Ted Mikulski) to the LTV SaaS fund, which plans to invest operational resources to scale the business.