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Mathis Wealth Management completes acquisition of RH Wealth Advisors in Ventura, California

May 01, 2024•over 1 year ago

Acquiring Company

Mathis Wealth Management

Acquired Company

RH Wealth Advisors

PhoenixVenturaBankingLendingFintechFinanceFinancial ServicesFinancial ServicesConsulting

Description

Mathis Wealth Management, a Phoenix-based financial planning and wealth management firm, has acquired RH Wealth Advisors, a Ventura, California–based practice. This acquisition extends Mathis' business footprint into California and represents an important strategic step for the company.

Company Information

Company

Mathis Wealth Management

Location

Phoenix, Arizona, United States

About

Mathis Wealth Management is a Phoenix-based financial planning and wealth management firm offering fiduciary financial planning and wealth management services to clients nationwide. The firm is committed to providing proactive, values-based financial planning and partnership, steering their clients through all aspects of their financial journey. Led by the guiding principles of trust, transparency, and accountability, the Mathis advisors are in the business of life.

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M&A Insights

Based on deal data
Integration timeline
70% of M&A integrations take 12-24 months to complete
Tech stack consolidation
83% of merged companies consolidate technology vendors within first year
Post-acquisition investment
Companies increase IT spending by 23% on average after acquisitions
Success factor
M&A deals with strong technology integration plans are 2.5x more likely to succeed