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New Deal


Announced

Completed

Savant Capital completed the acquisition of Kingston Wealth.

Financials

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

Tags

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Majority

Single Bidder

wealth management solutions

Friendly

United States

Management Consulting

Private

financial planning services

Acquisition

Completed

Private Equity

Synopsis

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Savant Capital Management, a wealth management firm completed the acquisition of Kingston Wealth Management Group, a provider of wealth management and financial planning services. Financial terms were not disclosed. “Our philosophy of servicing clients to provide them the best advice and direction combined with our internal culture meshes well with Savant and we are thrilled to enhance our service offerings and innovation to our clients thought the Savant network. This is a game-changer for the Bloomington region,” Kevin C. Kingston, Kingston Wealth Founder and President.

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