4
Total deals
$645.0M
Total value
$645.0M
Avg deal
$645.0M
Largest
| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
Key Advisors Wealth Management
Key Advisors Wealth Management is an independent financial firm specializing in …
|
2024-04-11 | Acquisition | Complete | $645.0M | Deal → |
| 2 |
Diversify
Diversify is a financial company that provides investment, wealth management, an…
|
2024-01-09 | Acquisition | Complete | — | Deal → |
| 3 |
Caliber Wealth Management
Caliber Wealth Management is a consulting firm that offers financial consulting …
|
2024-01-09 | Acquisition | Complete | — | Deal → |
| 4 |
FirstPurpose Wealth
FirstPurpose Wealth is an advisory firm that provides investment, tax, retiremen…
|
2024-01-09 | Acquisition | Complete | — | Deal → |