Acquiring Company
Balentine
Acquired Company
Valuation Growth Advisory
AtlantaAlpharettaFinancial ServicesFinanceAngel InvestmentConsultingDescription
Balentine has announced its acquisition of Valuation Growth Advisory, enhancing its business advisory capabilities. This strategic move is part of Balentine's long-term plan to integrate business advisory with wealth management. Tom Matthesen, founder of VGA, will take on a leadership role within Balentine's Family Office Solutions group. The acquisition strengthens Balentine's service offerings for entrepreneurs and their families.
Don't miss Balentine's next move
Get an email the moment Balentine makes an acquisition, hires an exec, or expands — usually minutes after it happens.
One email per event. Unsubscribe anytime.
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 18, 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 18, 2026. Balentine has announced its acquisition of Valuation Growth Advisory, enhancing its business advisory capabilities. This strategic move is part of Balentine's long-term plan to integrate business advisory with wealth management. 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.