10
Total deals
$758.0M
Total value
$252.7M
Avg deal
$403.0M
Largest
| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
Groebl Brothers
Groebl Brothers is a financial service provider company.
|
2025-12-23 | Acquisition | Complete | — | Deal → |
| 2 |
Apexium Financial
Apexium Financial offers comprehensive financial planning, investment advisory, …
|
2025-11-10 | Acquisition | Complete | — | Deal → |
| 3 |
The Paul Group
The Paul Group is an insurance service provider company.
|
2025-09-02 | Acquisition | Pending | — | Deal → |
| 4 |
Peachtree Investment Advisors
Peachtree Investment Advisors provides investment and wealth management services…
|
2019-04-02 | Acquisition | Complete | — | Deal → |
| 5 |
Irongate International
Irongate International operates as a registered investment adviser (RIA).
|
2019-04-02 | Acquisition | Complete | — | Deal → |
| 6 |
Compass Wealth Advisors
Compass Wealth Advisors will provide a commitment to service.
|
2017-07-25 | Acquisition | Complete | $210.0M | Deal → |
| 7 |
Jensen Wealth Advisors
Jensen Wealth Advisors is a wealth-advisory firm.
|
2017-07-25 | Acquisition | Complete | $145.0M | Deal → |
| 8 |
Asset One
Asset One is a wealth-advisory firm.
|
2017-07-25 | Acquisition | Complete | $403.0M | Deal → |
| 9 |
FlexScore
FlexScore offers financial advice based on a scoring methodology that uses facto…
|
2016-02-20 | Acquisition | Complete | — | Deal → |
| 10 |
Bedrock Capital Partners
Bedrock Capital Partners is an early stage venture capital.
|
2016-01-26 | Acquisition | Complete | — | Deal → |