Tracked deals
10
10 tracked deals across 2024-2025.
Operating Company
Financial Services
Summit Financial
Parsippany, New Jersey, United States
Summit Financial is an independent registered investment advisory firm and advisor platform based in Parsippany, New Jersey. It provides financial planning, investment solutions, technology, and operational resources to advisors serving individuals, families, family offices, and institutions. Through Summit Growth Partners, it makes strategic minority investments and partnerships with advisory firms, which generally retain operational control and their existing leadership.
- Focus Areas
- Wealth Management, Registered Investment Advisor (RIA), Financial Planning
- Website
- summitfinancial.com
Recent pace
1
1 tracked deal announced in the last 12 months.
Deal mix
Growth capital
9 growth capital · 1 addon
Summit Financial Acquisition Volume by Year
Last 2 years
Supporting Data
Recent Transactions
-
December 6, 2025
- Buyer
- Summit Financial
- Target
- Ivy Wealth Management
- Industry
- Financial Services
- Location
- Rhode Island, United States
- Type
- Growth capital
Summit Financial has made a minority investment in Ivy Wealth Management, a West Warwick, Rhode Island-based registered investment advisor that oversees more than $500 million in client assets. The deal expands Summit’s national RIA platform and strengthens its presence in the Northeast while allowing Ivy’s principals to retain operational control and access Summit’s capital, technology and investment-management resources.
-
- Buyer
- Summit Financial, Merchant Investment Management
- Target
- Crow Financial Advisors, Everest Consultants, Heritage Wealth Partners, LPF Advisors
- Industry
- Wealth Management
- Location
- United States
- Type
- Growth capital
Summit Financial, together with growth partner Merchant Investment Management, made strategic investments in four independent advisory firms — Crow Financial Advisors (Albuquerque), Everest Consultants (Syracuse), Heritage Wealth Partners (Dublin, Ohio), and LPF Advisors (Sarasota) — that together manage roughly $1.2 billion in client assets. The transactions bring each firm onto the Summit platform to accelerate geographic expansion and scale Summit's national network of wealth managers.
-
March 16, 2025
- Buyer
- Summit Financial
- Target
- Gateway Advisory
- Industry
- Wealth Management
- Location
- New Jersey, United States
- Type
- Addon
Summit Financial has made a strategic investment in Gateway Advisory, a New Jersey-based registered investment advisory firm with $830 million in assets under management. The Gateway team and principals will integrate into Summit’s Parsippany office as part of Summit’s ongoing roll-up of advisory practices to expand its multi‑family office platform.
-
February 10, 2025
- Buyer
- Summit Financial, Merchant Investment Management
- Target
- Genex Consulting
- Industry
- Wealth Management
- Location
- Missouri, United States
- Type
- Growth capital
Summit Financial, in collaboration with Merchant Investment Management, has acquired a minority stake in Genex Consulting, a $700 million multi-family office based in Kirkwood, Missouri. The investment gives Genex access to Summit’s advisor platform and resources (in-house attorneys, tax specialists, financial planners and investment strategists) to scale and expand its wealth management services while maintaining its independent, high-touch model.
-
December 23, 2024
- Buyer
- Summit Financial (Summit Growth Partners)
- Target
- Gordon Asset Management
- Industry
- Wealth Management
- Location
- North Carolina, United States
- Type
- Growth capital
Summit Financial, via its Summit Growth Partners partnership, acquired a minority stake in Gordon Asset Management, a boutique advisory firm headquartered in Durham and Pinehurst, North Carolina. The investment will give Gordon access to Summit’s network, capital and in-house strategy resources and is intended to expand Summit’s retirement-plan capabilities and accelerate Gordon’s growth while preserving local operating control.
-
December 15, 2024
- Buyer
- Summit Financial, Summit Growth Partners (SGP)
- Target
- Midway Wealth Partners
- Industry
- Financial Services
- Location
- Illinois, United States
- Type
- Growth capital
Summit Financial, through its Summit Growth Partners (SGP) partnership, made a strategic minority investment in Midway Wealth Partners, a Chicagoland-based wealth advisory team managing approximately $550 million in client assets. Midway will continue to operate under its existing leadership while gaining access to Summit's platform resources, capital, and multi-family office services to support growth and expand Summit's presence in Illinois.
-
December 1, 2024
- Buyer
- Summit Financial, Summit Growth Partners (SGP)
- Target
- Southeast Financial Group (SEFG), Radiance Private Wealth, Silvertree Retirement Planning
- Industry
- Financial Services
- Location
- United States
- Type
- Growth capital
Summit Financial, through its Summit Growth Partners (SGP) partnership model, has made strategic minority, non-controlling investments in three independent advisory firms: Southeast Financial Group (SEFG), Radiance Private Wealth, and Silvertree Retirement Planning. The transactions expand Summit's nationwide advisor network and provide the firms access to Summit's multi-family office resources while allowing them to retain their leadership and autonomy.
-
September 30, 2024
- Buyer
- Summit Financial (Summit Growth Partners)
- Target
- BFG Wealth, Canon Capital Wealth Management
- Industry
- Financial Services
- Location
- United States
- Type
- Growth capital
Summit Financial, via its Summit Growth Partners (SGP) program, made strategic minority investments in advisory firms BFG Wealth and Canon Capital Wealth Management, onboarding their teams to Summit’s platform. The partnerships allow both firms to retain their leadership teams and ownership while gaining access to Summit’s multi-family office resources, capital and national network to accelerate advisor growth and client service.
-
- Buyer
- Summit Financial, Merchant Investment Management
- Target
- Meeder Wealth Management
- Seller
- Meeder Investment Management
- Industry
- Wealth Management
- Location
- Ohio, United States
- Type
- Growth capital
Summit Financial, together with Merchant Investment Management, has acquired an equity stake in the wealth management arm of Meeder Investment Management. The Dublin, Ohio-based Meeder Wealth Management team — which manages nearly $400 million in AUM — will retain its branding and team and will access Summit's SummitVantage platform and Merchant's growth resources to accelerate national growth.
-
May 24, 2024
- Buyer
- Summit Financial Holdings, Summit Growth Partners (SGP)
- Target
- Kyros Private Wealth
- Seller
- UBS
- Industry
- Wealth Management
- Location
- Florida, United States
- Type
- Growth capital
Summit Financial Holdings, via its Summit Growth Partners program, announced the launch of Kyros Private Wealth — an independent practice led by William E. Clegg IV and a team that previously operated as The Clegg Group at UBS. The Kyros team (which oversaw roughly $370 million in AUM while at UBS) becomes an affiliate partner of Summit, gaining access to Summit's custody, technology, risk management and operational support while participating in Summit's cash monetization and equity partnership model.
Related Acquisition Pages
Wealth Management Buyers & Acquisitions
6 tracked deals by Summit Financial.
Financial Services Buyers & Acquisitions
4 tracked deals by Summit Financial.
Acquisitions in Florida
1 tracked deal by Summit Financial.
Acquisitions in Illinois
1 tracked deal by Summit Financial.
Acquisitions in Missouri
1 tracked deal by Summit Financial.
Acquisitions in New Jersey
1 tracked deal by Summit Financial.
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