.
MergerLinks Header Logo

New Deal


Announced

Bordeaux Wealth Advisors to acquire Executive Wealth Group.

Financials

Edit Data
Transaction Value-
Consideration TypeCash
Capital Owned-
Capital Bid For100%
EV/Sales-
EV/EBITDA-
Share Price Premium-
One Off Charge-

Tags

Edit

United States

investment adviser

Investment Banking

Acquisition

Domestic

Majority

Private

Pending

Friendly

Single Bidder

Synopsis

Edit

Bordeaux Wealth Advisors, an investment advisory and wealth management firm, agreed to acquire Executive Wealth Group, an investment adviser. Financial terms were not disclosed. “Sam has built a fantastic practice at Executive Wealth Group. He is an exceptional and talented advisor, and he shares our passion for providing the very best advice and service, and always doing what is right for each and every client. We look forward to working together with Sam and his team at Executive Wealth Group. Their experience and commitment to client service make them an ideal fit for Bordeaux,” Tom Myers, Bordeaux Managing Partner and CEO.

© COPYRIGHT 2024 MERGERLINKS LIMITED.

ALL RIGHTS RESERVED.

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

CONTACT US