Transactions classified within the Investment Banking & Investment Services sub-sector. Sectors follow a structured hierarchy so filters and comparable sets stay reproducible.
| Target | Buyer / Investor | Sector | Geo | Transaction size | EV / EBITDA |
|---|---|---|---|---|---|
| TKV Financial Management | Lync Wealth Management, affiliate of 7IM Group | Wealth Management | $2.1M – $2.8M | 7× – 9× | |
| Carlton Smith Private Wealth, Novus Wealth Management, Annandale Financial Services LLP, Plumb Financial Services, Shand Associates | Perspective Financial Group | Wealth Management | $16.2M – $21.9M | 8× – 10× | |
| Guru Corretora de Títulos e Valores Mobiliários Ltda. | Plus500 Ltd. | Brokerage Services | $860M | 18× – 24× | |
| Sangyo Sosei Advisory | Natixis | Investment Banking | $22.1M – $29.9M | 6× – 8× | |
| Milecross Financial | The Openwork Partnership | Wealth Management | $28.9M – $39.1M | 9× – 12× | |
| HJ Wealth Management | Advanta Solutions | Wealth Management | $5.0M – $6.8M | 7× – 10× | |
| BTIG | U.S. Bancorp | Investment Banking & Brokerage Services (NEC) | $460M – $620M | 6× – 8× | |
| Elevation Wealth Management | Cador Wealth | Wealth Management | $980M | 9× – 12× | |
| Liberty Advisor Group | Resultant | Investment Banking | $21.2M – $28.7M | 7× – 9× | |
| RWA Wealth Partners | Wealth Enhancement | Wealth Management | $12.0M – $15.9M | 9× – 12× |
Bins are observed deal frequencies across disclosed transactions. Use as a directional reference, not a target valuation.
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