.
MergerLinks Header Logo

New Deal


Announced

TA Associates-backed Wealth Enhancement Group to acquire MACRO Consulting Group.

Financials

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

Tags

Edit

United States

Majority

Private

Private Equity

Friendly

Acquisition

Single Bidder

investment adviser

Management Consulting

Domestic

Pending

Synopsis

Edit

TA Associates-backed Wealth Enhancement Group, an independent wealth management firm offering comprehensive and customized financial planning and investment management services, agreed to acquire MACRO Consulting Group, a registered investment adviser. Financial terms were not disclosed. "MACRO's nearly 30-year history of helping clients address risk and build wealth is a natural cultural fit with our firm, and I look forward to supporting their team as we work together to continue to grow our footprint in the critically important Tri-State area. We and our capital partner, TA Associates, continue to be fully focused on executing our growth strategy by accelerating our pace of acquisitions across the country, as well as by promoting organic growth," Jeff Dekko, Wealth Enhancement Group CEO.

© COPYRIGHT 2024 MERGERLINKS LIMITED.

ALL RIGHTS RESERVED.

15 BONHILL STREET, LONDON, EC2A 4DN, UNITED KINGDOM.

CONTACT US