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Cover Image SAVANT WEALTH MANAGEMENT

SAVANT WEALTH MANAGEMENT

SAVANT WEALTH MANAGEMENT

Deals Overview

Total Deals10

Valued Deals1

Total Value£ 39 M

Avg. Deal Size£ 39 M

Market Context

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31 Oct 2019|United States|Management Consulting

Target: KINGSTON WEALTH MANAGEMENT GROUP

Bidder: SAVANT WEALTH MANAGEMENT

3 Service Providers

1 Target | 2 Bidder

8 Dealmakers

4 Target | 4 Bidder

n/a

Value

07 Oct 2021|United States|Asset Managers and Custodians

Target: SAVANT WEALTH MANAGEMENT

Bidder: KELSO & CO

3 Service Providers

2 Target | 1 Bidder

7 Dealmakers

5 Target | 2 Bidder

n/a

Value

29 Jun 2021|United States|Financial Data and Systems

Target: AMDG BUSINESS ADVISORY SERVICES

Bidder: SAVANT WEALTH MANAGEMENT

2 Service Providers

6 Dealmakers

n/a

Value

11 Aug 2021|United States|Asset Managers and Custodians

Target: TREYBOURNE WEALTH PLANNERS

Bidder: SAVANT WEALTH MANAGEMENT

2 Service Providers

6 Dealmakers

n/a

Value

13 Oct 2021|United States|Software

Target: IMPARTNER

Bidder: GOLUB CAPITAL LLP

7 Service Providers

1 Target | 6 Bidder

8 Dealmakers

2 Target | 6 Bidder

£ 38 M

Value

04 Oct 2022|United States|Asset Managers and Custodians

Target: WORLD TREND FINANCIAL

Bidder: SAVANT WEALTH MANAGEMENT

3 Service Providers

1 Target | 2 Bidder

4 Dealmakers

1 Target | 3 Bidder

n/a

Value

01 Dec 2022|United States|Asset Managers and Custodians

Target: BARIL ADVISORS

Bidder: SAVANT WEALTH MANAGEMENT

3 Service Providers

1 Target | 2 Bidder

5 Dealmakers

2 Target | 3 Bidder

n/a

Value

04 Oct 2022|United States|Management Consulting

Target: TERRY LOCKRIDGE & DUNN

Bidder: SAVANT WEALTH MANAGEMENT

3 Service Providers

1 Target | 2 Bidder

4 Dealmakers

1 Target | 3 Bidder

n/a

Value

01 Jul 2022|United States|Asset Managers and Custodians

Target: ALLIANT WEALTH ADVISORS

Bidder: SAVANT WEALTH MANAGEMENT

3 Service Providers

1 Target | 2 Bidder

4 Dealmakers

1 Target | 3 Bidder

n/a

Value

01 Nov 2022|United States|Asset Managers and Custodians

Target: SFG INVESTMENT ADVISORS

Bidder: SAVANT WEALTH MANAGEMENT

3 Service Providers

1 Target | 2 Bidder

5 Dealmakers

2 Target | 3 Bidder

n/a

Value

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