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F.L.Putnam acquires AOG Wealth Management

Mar 04, 2025•10 months ago

Acquiring Company

F.L.Putnam Investment Management Company

Acquired Company

AOG Wealth Management

LynnfieldRestonConsultingFinancial ServicesAngel InvestmentFinance

Description

F.L.Putnam Investment Management Company has announced its acquisition of AOG Wealth Management, expanding its geographical presence and marking its 10th office. This acquisition is F.L.Putnam's fifth in the past year. The addition of AOG enhances F.L.Putnam's team and services for clients. Financial terms of the transaction, which closed on February 28, 2025, were not disclosed.

Company Information

Company

F.L.Putnam Investment Management Company

Location

Lynnfield, Massachusetts, United States

About

F.L.Putnam is an independent registered investment advisor that serves individuals, single and multi-family offices, endowments, foundations, and other RIAs. The firm provides a comprehensive suite of investment, financial planning, and family office solutions that help clients build, preserve, and manage their wealth. Headquartered in Lynnfield, Massachusetts, F.L.Putnam has been serving clients nationally for more than 40 years.

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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