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New Deal


Announced

Completed

Choreo completed the acquisition of Enso 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-

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United States

Majority

Acquisition

Private

Single Bidder

wealth management

Asset Managers and Custodians

Domestic

Completed

Synopsis

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Choreo, an independent registered investment adviser, completed the acquisition of Enso Wealth Management, a firm with approximately $1.8bn in assets under management. Financial terms were not disclosed. "Speaking on behalf of everyone at Enso Wealth Management, we are delighted to be joining Choreo. While I am enormously proud of what we have achieved over the years, joining forces with Larry and the Choreo team will provide us with the tools, resources and expertise that will allow us to serve our clients better than ever before and take our business to the next level. I'm excited to see what we can accomplish together moving forward," Jim DeCota, Enso Co-Founder and President.

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