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SAVANT WEALTH MANAGEMENT

Deals Overview

Total Deals10

Valued Deals1

Total Value£ 39 M

Avg. Deal Size£ 39 M

Market Context

Senior Management

Brent Brodeski
CEO
Eric Meier
CFO
LaVonne Brown
Chief Marketing & Communications Officer

Sort

kingston wealth management group

HQ - United States

Management Consulting

7 Nov 2019

Investment Date

100%

Stake

n/a

Deal Value

savant wealth management

HQ - United States

Asset Managers and Custodians

7 Oct 2021

Investment Date

n/a

Deal Value

amdg financial

HQ - United States

Financial Data and Systems

30 Jun 2021

Investment Date

100%

Stake

n/a

Deal Value

treybourne wealth planners

HQ - United States

Asset Managers and Custodians

11 Aug 2021

Investment Date

100%

Stake

n/a

Deal Value

impartner

HQ - United States

Software

13 Oct 2021

Investment Date

£ 38 M

Deal Value

world trend financial

HQ - United States

Asset Managers and Custodians

4 Oct 2022

Investment Date

100%

Stake

n/a

Deal Value

baril advisors

HQ - United States

Asset Managers and Custodians

1 Dec 2022

Investment Date

100%

Stake

n/a

Deal Value

terry lockridge & dunn

HQ - United States

Management Consulting

4 Oct 2022

Investment Date

100%

Stake

n/a

Deal Value

alliant wealth advisors

HQ - United States

Asset Managers and Custodians

1 Jul 2022

Investment Date

100%

Stake

n/a

Deal Value

sfg investment advisors

HQ - United States

Asset Managers and Custodians

1 Nov 2022

Investment Date

100%

Stake

n/a

Deal Value

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