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Expertise (15)
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Target: MODERN WEALTH MANAGEMENT
Bidder: CRESTVIEW PARTNERS
5 Service Providers
9 Dealmakers
£ 160 M
Value
Target: RISE GROWTH PARTNERS
Bidder: CHARLESBANK CAPITAL PARTNERS LLC
7 Service Providers
21 Dealmakers
£ 196 M
Target: C&J WEALTH ADVISORS
Bidder: MODERN WEALTH MANAGEMENT
3 Service Providers
n/a
Target: CHAPEL & COLLINS
Bidder: MERCER ADVISORS
2 Service Providers
5 Dealmakers
Target: PETSO FINANCIAL
12 Dealmakers
Target: FINANCIAL PARTNERS GROUP
11 Dealmakers
Target: VISHRIA BIRD FINANCIAL GROUP
4 Service Providers
6 Dealmakers
Target: D. SCOTT NEAL INC
Target: LEWIS WEALTH MANAGEMENT
Target: TUFTON CAPITAL MANAGEMENT
7 Dealmakers
Target: OFM WEALTH
Target: PLANNED ASSET MANAGEMENT
10 Dealmakers
Target: WADE FINANCIAL ADVISORY
Target: FULL SAIL CAPITAL
8 Dealmakers
Target: CONQUEST PLANNING
Bidder: GS GROWTH EQUITY
£ 59 M
