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Advisor Growth Strategies

HQ - Phoenix, AZ

Summary

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Advisor Growth Strategies (AGS) is a management consulting and transaction advisory firm.

Market Context

Deals Overview

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Total Deals6

Valued Deals1

Total Value£ 2.78 B

Avg. Deal Size£ 2.78 B

30 Jun 2025|United States|Diversified Financials

Target: VON BERGE WEALTH MANAGEMENT

Bidder: CERITY PARTNERS

5 Service Providers

3 Target | 2 Bidder

3 Dealmakers

1 Target | 2 Bidder

n/a

Value

06 May 2025|United States Minor Outlying Islands|Investment Banking

Target: BALEFIRE

Bidder: VISIONPOINT ADVISORY GROUP

4 Service Providers

2 Target | 2 Bidder

3 Dealmakers

1 Target | 2 Bidder

£ 2.78 B

Value

22 Jan 2025|United States|Asset Managers and Custodians

Target: BOGART WEALTH

Bidder: CONSTELLATION WEALTH CAPITAL

6 Service Providers

4 Target | 2 Bidder

4 Dealmakers

2 Target | 2 Bidder

n/a

Value

22 Sep 2022|United States|Asset Managers and Custodians

Target: FOURTHOUGHT PRIVATE WEALTH

Bidder: FOCUS FINANCIAL PARTNERS

4 Service Providers

3 Target | 1 Bidder

8 Dealmakers

4 Target | 4 Bidder

n/a

Value

16 Aug 2022|United States|Asset Managers and Custodians

Target: ISI FINANCIAL GROUP

Bidder: GREENSPRING ADVISORS

4 Service Providers

1 Target | 3 Bidder

6 Dealmakers

1 Target | 5 Bidder

n/a

Value

13 Jul 2022|United States|Asset Managers and Custodians

Target: SANCTUARY WEALTH

Bidder: KENNEDY LEWIS INVESTMENT MANAGEMENT LLC

5 Service Providers

4 Target | 1 Bidder

2 Dealmakers

1 Target | 1 Bidder

n/a

Value

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