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Submit Deal

Cover Image WEALTH ENHANCEMENT GROUP

WEALTH ENHANCEMENT GROUP

WEALTH ENHANCEMENT GROUP

Deals Overview

Total Deals16

Valued Deals0

Total Value-

Avg. Deal Size-

Market Context

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13 Jun 2019|United States|Diversified Financials

Target: PLANNING SOLUTIONS GROUP LLC

Bidder: WEALTH ENHANCEMENT GROUP

4 Service Providers

1 Target | 3 Bidder

15 Dealmakers

4 Target | 11 Bidder

n/a

Value

18 Jul 2019|United States|Asset Managers and Custodians

Target: AEPG WEALTH STRATEGIES

Bidder: WEALTH ENHANCEMENT GROUP

3 Service Providers

2 Target | 1 Bidder

2 Dealmakers

1 Target | 1 Bidder

n/a

Value

31 Jul 2019|United States|Asset Managers and Custodians

Target: WEALTH ENHANCEMENT GROUP

Bidder: TA ASSOCIATES

3 Service Providers

2 Target | 1 Bidder

3 Dealmakers

1 Target | 2 Bidder

n/a

Value

31 Oct 2019|United States|Management Consulting

Target: RCL ADVISORS LLC

Bidder: WEALTH ENHANCEMENT GROUP

2 Service Providers

1 Target | 1 Bidder

2 Dealmakers

1 Target | 1 Bidder

n/a

Value

21 Feb 2020|United States|Asset Managers and Custodians

Target: JOYN ADVISORS INC

Bidder: WEALTH ENHANCEMENT GROUP

3 Service Providers

1 Target | 2 Bidder

4 Dealmakers

1 Target | 3 Bidder

n/a

Value

08 Oct 2020|United States|Asset Managers and Custodians

Target: 10-15 ASSOCIATES

Bidder: WEALTH ENHANCEMENT GROUP

3 Service Providers

1 Target | 2 Bidder

5 Dealmakers

2 Target | 3 Bidder

n/a

Value

03 Jun 2021|United States|Asset Managers and Custodians

Target: HOOVER FINANCIAL ADVISORS

Bidder: WEALTH ENHANCEMENT GROUP

3 Service Providers

1 Target | 2 Bidder

4 Dealmakers

1 Target | 3 Bidder

n/a

Value

10 Jun 2021|United States|Management Consulting

Target: MACRO CONSULTING GROUP

Bidder: TA ASSOCIATES

5 Service Providers

2 Target | 3 Bidder

5 Dealmakers

1 Target | 4 Bidder

n/a

Value

27 Apr 2021|United States|Management Consulting

Target: PILLAR PACIFIC CAPITAL

Bidder: WEALTH ENHANCEMENT GROUP

6 Service Providers

3 Target | 3 Bidder

7 Dealmakers

3 Target | 4 Bidder

n/a

Value

24 Aug 2021|United States|Asset Managers and Custodians

Target: WEALTH ENHANCEMENT GROUP

Bidder: ONEX CORPORATION

7 Service Providers

3 Target | 2 Bidder | 2 Vendor

13 Dealmakers

10 Target | 2 Bidder | 1 Vendor

n/a

Value

21 Sep 2021|United States|Asset Managers and Custodians

Target: WALNUT CREEK WEALTH MANAGEMENT

Bidder: WEALTH ENHANCEMENT GROUP

5 Service Providers

3 Target | 2 Bidder

12 Dealmakers

8 Target | 4 Bidder

n/a

Value

08 Sep 2022|United States|Diversified Financials

Target: PINNACLE PRIVATE WEALTH

Bidder: WEALTH ENHANCEMENT GROUP

2 Service Providers

1 Target | 1 Bidder

4 Dealmakers

1 Target | 3 Bidder

n/a

Value

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