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Mesirow completes acquisition of Price Wealth Management to expand its wealth management offering in Florida

Sep 03, 2024•over 1 year ago

Acquiring Company

Mesirow

Acquired Company

Price Wealth Management

ChicagoStuartFinanceFinancial ServicesFinanceFinancial Services

Description

Mesirow, an independent, employee-owned financial services firm, has announced the acquisition of Price Wealth Management, an established RIA firm based in Stuart, Florida. This transaction further expands Mesirow's footprint in Florida and the regional Southeast, allowing Mesirow to combine ongoing organic growth with strategic acquisitions in the wealth space.

Company Information

Company

Mesirow

Location

North Clark Street

Chicago, Illinois, United States

About

Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with locations around the world, we serve clients through a personal, custom approach to reaching financial goals and acting as a force for social good. With capabilities spanning Global Investment Management, Capital Markets & Investment Banking, and Advisory Services, we invest in what matters: our clients, our communities and our culture.

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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