Tracked deals
13
13 tracked deals across 2022-2026.
Operating Company
Financial Services
Ty J. Young Wealth Management
Atlanta, Georgia, United States
Nationwide independent wealth management firm (founded 1998) focused on retirement planning, investment management, and insurance-related solutions, headquartered in Atlanta, GA.
- Focus Areas
- Wealth management, Retirement planning, Investment management
- Website
- tyjyoung.com
Recent pace
6
6 tracked deals announced in the last 12 months.
Deal mix
Buyout
12 buyout · 1 addon
Ty J. Young Wealth Management Acquisition Volume by Year
Last 4 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
Showing the 12 most recent of 13 tracked deals for Ty J. Young Wealth Management.
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September 14, 2026
- Buyer
- Ty J. Young Wealth Management
- Target
- Bethel Retirement Planning
- Seller
- Dan Bethel
- Industry
- Wealth Management
- Location
- Arizona, United States
- Type
- Buyout
Ty J. Young Wealth Management acquired Bethel Retirement Planning, a Mesa, Arizona firm led by Dan Bethel. The deal further expands Ty J. Young Wealth Management’s annuity-advisor succession platform, helping independent financial professionals transition their clients and annuity books.
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September 2, 2026
- Buyer
- Ty J. Young Wealth Management
- Target
- Senior Insurance Services
- Seller
- Eric Rudd
- Industry
- Financial Services
- Location
- Missouri, United States
- Type
- Buyout
Ty J. Young Wealth Management announced the acquisition of Senior Insurance Services, an insurance firm led by Eric Rudd in Washington, Missouri. The deal is aimed at providing continuity for Senior Insurance Services clients as Rudd transitions out of the insurance industry, while giving clients access to Ty J. Young’s broader retirement planning and wealth management capabilities.
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August 19, 2026
- Buyer
- Ty J. Young Wealth Management
- Target
- Ray Cessna Advisory
- Seller
- Ray Cessna (founder)
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
Ty J. Young Wealth Management has announced the acquisition of Ray Cessna Advisory, a financial advisory practice based in Conroe, Texas. The deal is intended to help Ray Cessna transition into retirement while ensuring continuity of service for its clients and expanding Ty J. Young’s presence in Texas.
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- Buyer
- Ty J. Young Wealth Management
- Target
- McCarrell Insurance
- Seller
- Mr. McCarrell (transitioning into retirement)
- Industry
- Financial Services
- Location
- Pennsylvania, United States
- Type
- Buyout
Ty J. Young Wealth Management has announced the acquisition of McCarrell Insurance to expand its national presence and client service capabilities. McCarrell Insurance has served clients throughout western Pennsylvania, and the deal is positioned as a transition for customers to gain access to expanded retirement planning, investment management, and insurance resources.
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- Buyer
- Ty J. Young Wealth Management
- Target
- Moore Insurance Services
- Industry
- Financial Services
- Location
- South Carolina, United States
- Type
- Buyout
Ty J. Young Wealth Management acquired Moore Insurance Services in a deal aimed at expanding its nationwide footprint and growing its retirement solutions offering. The announcement states that Moore Insurance Services’ CEO, David Moore, is stepping into retirement and the acquisition is intended to provide continuity for clients in the Myrtle Beach, South Carolina region.
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- Buyer
- Ty J. Young Wealth Management
- Target
- Senior Wealth Advisors
- Industry
- Financial Services
- Location
- United States
- Type
- Buyout
Ty J. Young Wealth Management has acquired Cincinnati-based Senior Wealth Advisors. The transaction expands Ty J. Young’s Midwest presence and integrates Senior Wealth Advisors into its national platform, giving the advisory firm’s clients access to broader investment management, retirement planning, and insurance services.
-
September 20, 2024
- Buyer
- Ty J. Young Wealth Management
- Target
- Financial practice of John Jaboor
- Seller
- John Jaboor
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
Ty J. Young Wealth Management has acquired the financial practice of Tiburon, California-based advisor John Jaboor as he retires. The acquisition expands Ty J. Young's West Coast footprint and is the firm's 39th acquisition in the last six years, extending its suite of wealth-management services to Jaboor's clients.
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- Buyer
- Ty J. Young Wealth Management
- Target
- Amatulli and Associates Financial Services
- Industry
- Financial Services
- Location
- Indiana, United States
- Type
- Buyout
Ty J. Young Wealth Management has acquired Amatulli and Associates Financial Services, an Indiana-based wealth management firm. The deal, which closed in July, expands Ty J. Young Wealth Management's footprint in the Midwest and provides Amatulli clients access to Ty J. Young's broader services and resources.
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- Buyer
- Ty J. Young Wealth Management
- Target
- Republic Asset Management
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Buyout
Atlanta-based Ty J. Young Wealth Management has acquired Republic Asset Management, a Tallahassee, Florida financial advisory practice. The deal expands Ty J. Young's presence and client base in Florida and gives Republic Asset Management clients access to TJY's broader suite of wealth-management services.
-
- Buyer
- Ty J. Young Wealth Management
- Target
- Michael R. Martin (insurance and wealth advisory practice)
- Seller
- Michael R. Martin
- Industry
- Financial Services
- Location
- North Carolina, United States
- Type
- Addon
Ty J. Young Wealth Management acquired the insurance and wealth advisory practice of Michael R. Martin in Reidsville, North Carolina, in a deal that closed in November 2022. The acquisition brings Mr. Martin's clients into Ty J. Young's platform as the advisor retires and expands the firm's presence in North Carolina.
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- Buyer
- Ty J. Young Wealth Management
- Target
- Charlotte Financial Services, LLC
- Seller
- John Kastraba, Sr, Charlotte Financial Services, LLC
- Industry
- Financial Services
- Location
- North Carolina, United States
- Type
- Buyout
Ty J. Young Wealth Management, an Atlanta-based independent wealth management firm, has acquired Charlotte Financial Services, LLC of Matthews, North Carolina. The deal — closed in November 2022 — transfers the practice and client relationships of CEO John Kastraba, Sr to Ty J. Young as part of Kastraba's retirement and expands Ty J. Young's national footprint.
-
July 14, 2022
- Buyer
- Ty J. Young Wealth Management
- Target
- Annuity Pros, LLC
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Buyout
Ty J. Young Wealth Management, an Atlanta-based wealth management firm, has acquired Annuity Pros, LLC, a Gulf Breeze, Florida financial services firm specializing in retirement planning and fixed annuities. The deal is part of Ty J. Young's ongoing nationwide expansion, marking its 22nd acquisition in four years.
Related Acquisition Pages
Financial Services Buyers & Acquisitions
11 tracked deals by Ty J. Young Wealth Management.
Wealth Management Buyers & Acquisitions
2 tracked deals by Ty J. Young Wealth Management.
Acquisitions in Florida
2 tracked deals by Ty J. Young Wealth Management.
Acquisitions in North Carolina
2 tracked deals by Ty J. Young Wealth Management.
Acquisitions in Arizona
1 tracked deal by Ty J. Young Wealth Management.
Acquisitions in California
1 tracked deal by Ty J. Young Wealth Management.
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