Acquiring Company
Balentine
Acquired Company
Valuation Growth Advisory
AtlantaAlpharettaFinancial ServicesFinanceAngel InvestmentConsultingDescription
Balentine has acquired Valuation Growth Advisory in an all-stock transaction, enhancing its business advisory services. The acquisition aims to integrate business advisory with wealth management for clients. Tom Matthesen, founder of Valuation Growth Advisory, will lead the business advisory division at Balentine. This move strengthens Balentine's capabilities in supporting entrepreneurs and their families.
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M&A Insights
Based on deal dataFrequently asked
Who acquired Valuation Growth Advisory?
Valuation Growth Advisory was acquired by Balentine, based in Atlanta. The deal was reported on August 27, 2026. Balentine LLC is a privately held wealth management firm based in Atlanta with offices in Raleigh, NC. Balentine is privately held.
When did Balentine acquire Valuation Growth Advisory?
Balentine's acquisition of Valuation Growth Advisory was reported on August 27, 2026. Balentine has acquired Valuation Growth Advisory in an all-stock transaction, enhancing its business advisory services. The acquisition aims to integrate business advisory with wealth management for clients. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Valuation Growth Advisory do?
Valuation Growth Advisory, founded by Tom Matthesen, is an advisory firm specializing in business performance improvement and strategic financial guidance. It is privately held, operating in Financial Services, and is based in Alpharetta.
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