MergerLinks - Stuart Silverman

target

Vector Wealth Management

bidder

Kestra Financial

value n/a

7 dealmakers

United States

Asset Managers and Custodians

MajorityAcquisitionPrivate EquityPrivate

target

Retirement Wealth Specialists

bidder

Bluespring Wealth Partners

£307m

3 dealmakers

United States

Diversified Financials

Private EquityAcquisitionPrivateMinority

target

Us Financial Services

bidder

Bluespring Wealth Partners

value n/a

5 dealmakers

United States

Asset Managers and Custodians

DomesticPrivateMajorityAcquisition

target

Security Financial Management

bidder

Bluespring Wealth Partners

value n/a

6 dealmakers

United States

Management Consulting

PrivateMajorityAcquisitionDomestic

target

Hudson Dynamic Retirement

bidder

Bluespring Wealth Partners

£203m

4 dealmakers

United States

Management Consulting

PrivateMajorityDomesticAcquisitionPrivate Equity

target

Cd Wealth Management

bidder

Kestra Financial

value n/a

4 dealmakers

United States

Diversified Financials

AcquisitionMajorityDomesticPrivatePrivate Equity

target

Capital Planning Advisors

bidder

Kestra Financial

value n/a

8 dealmakers