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Announced

Completed

XML Financial Group completed the merger with Collins Investment Group.

Financials

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

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Asset Managers and Custodians

Majority

Merger

Completed

United States

wealth management platform

Acquisition

Single Bidder

Domestic

Private

Synopsis

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XML Financial Group, an independent wealth and investment management firm, completed the merger with Collins Investment Group, a wealth management practice in Bethesda, Maryland. Financial terms were not disclosed. "We are thrilled to welcome Bob and his team to the XML family. Our practices strive to provide outstanding wealth management solutions for clients nationwide. We look forward to building on each other’s strengths to help clients achieve their long-term financial goals," Brett Bernstein, XML CEO.

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