Summit Financial Resources

Summit Financial Resources — Acquisitions

Every M&A deal made by Summit Financial Resources, sorted by date.

Total deals 2 Total value $400.0M View company profile →
2
Total deals
$400.0M
Total value
$400.0M
Avg deal
$400.0M
Largest
Acquisition activity by year
Deals announced per year
24
# Acquired Date Type Status Price
1
Midway Wealth Partners
Midway Wealth Partners is an investment advisory and financial planning services…
2024-12-12 Acquisition Pending Deal →
2
Meeder Wealth Management
Meeder Wealth Management offers personalized, comprehensive wealth planning and …
2024-08-13 Acquisition Complete $400.0M Deal →