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Earned Wealth completes acquisition of Thomas Doll to enhance financial services for healthcare professionals

Jul 11, 2024•about 1 year ago

Acquiring Company

Earned Wealth

Acquired Company

Thomas Doll

New YorkWalnut CreekLendingFinanceFinancial ServicesFinancial ServicesHealth Care

Description

Earned Wealth, a tech-enabled financial services firm, has announced a $200 million capital commitment led by growth equity investors Summit Partners and Silversmith Capital Partners with participation from existing investors. This investment will support the expansion of the company’s platform and offerings through product innovation and strategic acquisitions. In conjunction with the investment, Earned also announced the acquisition of Thomas Doll, a leading provider of financial services to medical professionals and practices.

Company Information

Company

Earned Wealth

Location

New York, New York, United States

About

Earned Wealth is a financial services company that specializes in advising doctors on their professional and personal finances. The company provides an interconnected platform where doctors can consult with wealth management experts on topics such as financial planning, tax planning, wealth management, and investing.

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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