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Financial Services Add-on Acquisitions in 2024
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Purchase the full list for Financial Services Add-on Acquisitions in 2024
54 rows · from $54 · CSV + XLSX
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Full Export
Purchase the full list for Financial Services Add-on Acquisitions in 2024
54 rows · from $54 · CSV + XLSX
Get a point-in-time export of all tracked rows for this page. We email the file immediately after purchase.
What the export looks like
| Date | Title | Buyers | Targets | Industry | Transaction Type | Location | Closing Status |
|---|---|---|---|---|---|---|---|
| 2024-12-31 | MAI Capital Management Acquires Concentric Wealth Management | MAI Capital Management | Concentric Wealth Management | Financial Services | Addon | California, United States | Confirmed closed |
| 2024-12-31 | Wealth Enhancement Acquires Danison & Associates | Wealth Enhancement | Danison & Associates, Inc. | Financial Services | Addon | Ohio, United States | Confirmed closed |
| 2024-12-16 | Mariner Acquires Atlas Financial and Newport Advisory | Mariner (Mariner Wealth Advisors) | Atlas Financial; Newport Advisory | Financial Services | Addon | United States | Confirmed closed |
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