MergerLinks - SAVANT WEALTH MANAGEMENT

target

Kingston Wealth Management Group

bidder

Savant Wealth Management

value n/a

8 dealmakers

United States

Asset Managers and Custodians

MinorityPrivateAcquisitionPrivate EquityDomestic

target

Savant Wealth Management

bidder

Kelso & Co

value n/a

7 dealmakers

United States

Financial Data and Systems

DomesticMajorityAcquisitionPrivate

target

Amdg Business Advisory Services

bidder

Savant Wealth Management

value n/a

6 dealmakers

United States

Asset Managers and Custodians

AcquisitionPrivateMajorityDomestic

target

Treybourne Wealth Planners

bidder

Savant Wealth Management

value n/a

6 dealmakers

United States

Software

AcquisitionDomesticMinorityPrivate EquityPrivate

target

IMPARTNER

bidder

Golub Capital

£38m

8 dealmakers

United States

Asset Managers and Custodians

MajorityDomesticPrivateAcquisition

target

World Trend Financial

bidder

Savant Wealth Management

value n/a

4 dealmakers

United States

Asset Managers and Custodians

MajorityPrivateDomesticAcquisition

target

Baril Advisors

bidder

Savant Wealth Management

value n/a

5 dealmakers

United States

Management Consulting

MajorityDomesticPrivateAcquisition

target

Terry Lockridge & Dunn

bidder

Savant Wealth Management

value n/a

4 dealmakers

United States

Asset Managers and Custodians

AcquisitionDomesticPrivateMajority

target

Alliant Wealth Advisors

bidder

Savant Wealth Management

value n/a

4 dealmakers

United States

Asset Managers and Custodians

MajorityDomesticPrivateAcquisition

target

Sfg Investment Advisors

bidder

Savant Wealth Management

value n/a

5 dealmakers

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