Specific niche view of the structured sector hierarchy. Useful for precedent work where broader sector slices include too much noise.
| 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× | |
| 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× | |
| Elevation Wealth Management | Cador Wealth | Wealth Management | $980M | 9× – 12× | |
| RWA Wealth Partners | Wealth Enhancement | Wealth Management | $12.0M – $15.9M | 9× – 12× | |
| Family Wealth | Bluespring Wealth | Wealth Management | $93.6M | 7× – 9× | |
| Richardson Hewitt Financial Planning | NG Wealth Management | Wealth Management | $1.6M – $2.2M | 6× – 8× | |
| Compass Wealth Management, Cornerstone Capital, Inc., Echo Wealth Management | Cerity Partners | Wealth Management | $0.0M | 8× – 10× | |
| Sapphire Wealth Management | Perspective | Wealth Management | $12.8M – $17.3M | 9× – 12× |
Bins are observed deal frequencies across disclosed transactions. Use as a directional reference, not a target valuation.
Use the directory on the recent deals hub to switch between countries, sectors and sub-sectors. A free account unlocks the structured filters that go beyond the public view.