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New Deal


Announced

Completed

Exencial Wealth Advisors completed the acquisition of Shoreline Financial Advisors.

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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wealth management

United States

Domestic

Majority

Completed

Friendly

Single Bidder

financial services

Diversified Financials

Private

Acquisition

Synopsis

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Exencial Wealth Advisors, an independent wealth management firm, completed the acquisition of Shoreline Financial Advisors, a wealth management firm. Financial terms were not disclosed. “We were looking for a strategic partner with strong cultural alignment, and Shoreline fit that bill perfectly. Brendan and Patrick are driven by the same values we have held dear since our founding: integrity above all else and a dedication to providing enduring value to those they serve,” John Burns, Exencial CEO.

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