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Announced

Completed

GCG Wealth Management completed the acquisition of Cooper Investment Company.

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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investment management

Asset Managers and Custodians

Friendly

United States

Majority

Domestic

Completed

Single Bidder

asset and wealth management

Acquisition

Private

Synopsis

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GCG Wealth Management, an independent, regional financial services firm, completed the acquisition of Cooper Investment Company, a wealth management firm. Financial terms were not disclosed. "Joel and his team understand the importance of generational wealth building, and the value of succession planning. That is what attracted me to GCG Wealth Management," Greg Cooper, Cooper Investment Company President.

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