3
Total deals
$140.0M
Total value
$140.0M
Avg deal
$140.0M
Largest
| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
Marksman Wealth Management
Marksman Wealth Management Is an independent advisory firm offering holistic fin…
|
2025-08-22 | Acquisition | Pending | — | Deal → |
| 2 |
tru Independence
tru Independence provides a consulting services platform for wealth management f…
|
2024-05-01 | Acquisition | Complete | — | Deal → |
| 3 |
Marriot Wealth Advisors
Marriott Wealth Advisors is a financial services firm.
|
2022-07-08 | Acquisition | Complete | $140.0M | Deal → |