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New Deal


Announced

Perigon Wealth Management to merge with PM Wealth Management.

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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Merger

Single Bidder

Friendly

United States

wealth management

Domestic

Asset Managers and Custodians

Majority

Private

Pending

Synopsis

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Perigon Wealth Management, an independent wealth management firm, agreed to merge with PM Wealth Management, a financial planner. Financial terms were not disclosed. "We are thrilled to have PM Wealth Management's team of talented advisors bring their expertise to our firm. This partnership broadens our tax advisory referral resources via Prager Metis to our clients, while establishing Perigon as the wealth management referral firm of choice for the clients of Prager Metis," Jonathan Hoy, Perigon Chief Operating Officer.

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