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Householder Group Estate and Retirement Specialists LLC completes acquisitions of American Financial Services and The IRA Specialists

Mar 05, 2024•almost 2 years ago

Acquiring Company

Householder Group Estate and Retirement Specialists

Acquired Company

American Financial Services

ScottsdalePlanoEnglewoodFinancial ServicesConsultingFinancial ServicesFinancial Services

Description

Householder Group Estate and Retirement Specialists LLC, one of the nation's largest independent financial planning firms, has announced the acquisitions of American Financial Services and The IRA Specialists, with a combined total client assets of over $150 million. These acquisitions mark Householder Group's 12th and 13th acquisitions, reinforcing its successful non-organic growth strategy and bringing total acquired client assets over the past five years to more than $1 billion.

Company Information

Company

Householder Group Estate and Retirement Specialists

Location

Scottsdale, Arizona, United States

About

Householder Group Estate and Retirement Specialists LLC is one of the nation's largest independent financial planning firms, specializing in holistic financial planning. The company has implemented an aggressive non-organic growth strategy, focusing on acquiring successful practices from founders looking for an exit strategy to ensure clients are well cared for. Householder Group also provides its advisors with a turnkey marketing and branding platform, comprehensive training, turnkey asset management solutions, back and middle-office resources, and practice management support.

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