Announced
Completed
Financials
Sources
Tags
wealth management
United States
Domestic
Majority
Completed
Friendly
Single Bidder
financial services
Diversified Financials
Private
Acquisition
Synopsis
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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