OneAscent Acquires Excellence in Giving
March 4, 2025
OneAscent has acquired Excellence in Giving, a faith-based philanthropic advisory firm headquartered in Colorado Springs, Colorado. Excellence in Giving will operate as a subsidiary with CEO Al Mueller remaining in his role and also serving as Chief Philanthropy Officer at OneAscent, expanding OneAscent's faith-aligned philanthropic advisory capabilities for high-capacity families.
- Buyers
- OneAscent
- Targets
- Excellence in Giving
- Industry
- Wealth Management
- Location
- Colorado, United States
- Transaction Type
- Buyout
Explore More
Related Acquisitions
-
Anser Advisory Acquires Ascent
September 2, 2020
Engineering Services
Anser Advisory, a portfolio company of RTC Partners, has acquired Ascent, a 30-employee capital program delivery and project management consultancy headquartered in Chicago, Illinois. The acquisition expands Anser's capabilities and geographic coverage across healthcare, transportation and education markets and brings Ascent's program controls and finance consulting expertise into Anser's national platform.
-
Wealth Enhancement Acquires the Capstone Team from Capstone Wealth Advisors, LLC
February 6, 2025
Wealth Management
Wealth Enhancement, a national independent wealth management firm, has welcomed the Capstone Team from Capstone Wealth Advisors, LLC — a team of six advisors and five support staff overseeing approximately $618 million in client assets. The move expands Wealth Enhancement’s presence in the Pacific Northwest and increases its total client assets to more than $102.7 billion.
-
GeoWealth Acquires First Ascent Asset Management
March 23, 2023
Financial Services
GeoWealth, a Chicago-based turnkey asset management platform (TAMP), has acquired Denver-based First Ascent Asset Management. First Ascent will operate as an independent subsidiary and migrate onto GeoWealth’s technology platform to expand GeoWealth’s full-service TAMP capabilities for RIAs.
-
Wealth Enhancement Acquires Guidance Wealth (Elkhart, IN)
November 6, 2025
Wealth Management
Wealth Enhancement has acquired Guidance Wealth, an independent registered investment advisor based in Elkhart, Indiana that oversees approximately $165 million in client assets. The acquisition closed on October 31, 2025 and increases Wealth Enhancement's total client assets to more than $125.1 billion while bringing the Guidance Wealth advisory team onto Wealth Enhancement's national platform.
-
Wealth Enhancement Group Acquires Peak Financial Services, Inc.
July 9, 2024
Financial Services
Wealth Enhancement Group, a national independent wealth management firm, has acquired Peak Financial Services, Inc., a hybrid RIA based in Northborough, Massachusetts that oversees more than $123 million in client assets. The deal expands Wealth Enhancement Group's presence in Massachusetts and the Northeast and brings Peak Financial's founder Kevin O'Brien and his team onto Wealth Enhancement's platform.
-
Edgewater Equity Partners Acquires Ascent Technologies
January 18, 2024
Cloud & SaaS
Edgewater Equity Partners, a Boston-based private equity firm, has acquired Ascent Technologies, a Chicago-headquartered provider of AI-enabled compliance automation for financial services. The acquisition will support accelerated development of Ascent's regulatory compliance platform and expansion of its AI-driven capabilities for financial institutions.
Track M&A activity that matters to you
Get real-time deal alerts, build buyer lists with AI, and access our full acquisition database. Start your free trial today.