Acquisitions Purchase
Wealth Management Buyout Acquisitions in 2024
Review the export, choose years, and enter your email to continue.
Full Export
Purchase the full list for Wealth Management Buyout Acquisitions in 2024
70 rows · from $70 · CSV + XLSX
Show details
Hide details
Full Export
Purchase the full list for Wealth Management Buyout Acquisitions in 2024
70 rows · from $70 · 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 | Wealth Enhancement Acquires Northwest Investment Counselors, LLC | Wealth Enhancement | Northwest Investment Counselors, LLC | Wealth Management | Buyout | Oregon, United States | Confirmed closed |
| 2024-12-17 | Beacon Pointe Advisors Acquires Artemis Financial Advisors and WhiteRock Wealth Management | Beacon Pointe Advisors | Artemis Financial Advisors; WhiteRock Wealth Management | Wealth Management | Buyout | United States | Confirmed closed |
| 2024-12-10 | Lido Advisors Acquires Avitas Wealth Management | Lido Advisors, LLC | Avitas Wealth Management, LLC | Wealth Management | Buyout | California, United States | Confirmed closed |
Each purchase includes both CSV and XLSX files, emailed to you immediately.