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New Deal


Announced

Wealth Enhancement Group acquires AEPG.

Financials

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Transaction Value-
Consideration Type-
Capital Owned-
Capital Bid For100%
EV/Sales-
EV/EBITDA-
Share Price Premium-
One Off Charge-

Tags

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Private Equity

investment advisors

Acquisition

wealth management

Friendly

Private

United States

Pending

Asset Managers and Custodians

Single Bidder

Synopsis

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Wealth Enhancement Group, an independent wealth management firm acquires AEPG Wealth Strategies, a registered investment advisor business. Financial terms were not disclosed. "AEPG's exceptional track record for client service with individuals, families and business owners is a testament to their team's ability to bring substantial value to the clients they support. Moreover, AEPG's retirement plan and employee benefits services deepens the expertise we provide to business owners via our Roundtable team of specialists and advisors. We are thrilled to bring aboard AEPG's accomplished team and we're excited about all that we can achieve together." Jeff Dekko, Wealth Enhancement Group CEO.

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