.
MergerLinks Header Logo

New Deal


Announced

Completed

Choreo completed the acquisition of a wealth management business from BDO USA.

Synopsis

Choreo, an investment advisory firm, completed the acquisition of a wealth management business from BDO USA, a provider of taxation, audit, assurance, advisory, and business outsourcing services. Financial terms were not disclosed. "One of our long-term goals is to be the preferred wealth provider to the tax professional community. The addition of BDO USA's affiliated wealth management business is an important step in that direction. Our membership in BRN combined with integrating the knowledge and experience of their business will help us with our mission of translating wealth into fulfillment for our clients and their communities," Larry Miles, Choreo CEO.

Show Details & Financials

Market Context

Sort

Search a database of more than 250,000 verified dealmakers

Receive automated updates on global transactions

Follow the activity, relationships and transactions of top dealmakers

No credit card required

© COPYRIGHT 2024 MERGERLINKS LIMITED.

ALL RIGHTS RESERVED.

15 BONHILL STREET, LONDON, EC2A 4DN, UNITED KINGDOM.

CONTACT US