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

PRIVATESep 03, 2024

Acquiring Company

Mesirow Wealth Management

Acquired Company

Price Wealth Management

ChicagoStuartFinancial ServicesFinanceFinancial ServicesFinance

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.

Quick answer

Mesirow Wealth Management is acquiring Price Wealth Management, announced September 3, 2024. Mesirow Wealth Management is based in Chicago, Illinois, United States.

How much did Mesirow Wealth Management pay for Price Wealth Management?
The deal value was not disclosed.
What does Mesirow Wealth Management do?
Mesirow is an independent, employee-owned financial services firm founded in 1937.
Where are Mesirow Wealth Management and Price Wealth Management based?
Mesirow Wealth Management is based in Chicago, Illinois, United States. Price Wealth Management is based in Stuart, Florida, United States.
Who are the decision-makers at Mesirow Wealth Management?
Fundz holds 5 contacts at Mesirow Wealth Management. Names and contact details are shown to Fundz members.

Source: Fundz verified event record.

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Company Information

Company

Mesirow Wealth Management

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 offices 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. To learn more, visit mesirow.com and follow us on LinkedIn. Mesirow was recently named one of the Best Places to Work in Chicago by Crain's Chicago Business and one of the Top 100 RIA firms by Barron's.

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Ketan
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Rick
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Manabu
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George
Senior decision-maker at this company
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Tai
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Frequently asked

Who acquired Price Wealth Management?

Price Wealth Management was acquired by Mesirow Wealth Management, based in Chicago. The deal was reported on September 3, 2024. Mesirow is an independent, employee-owned financial services firm founded in 1937. Mesirow Wealth Management is privately held and operates in Financial Services.

When did Mesirow Wealth Management acquire Price Wealth Management?

Mesirow Wealth Management's acquisition of Price Wealth Management was reported on September 3, 2024. Mesirow, an independent, employee-owned financial services firm, has announced the acquisition of Price Wealth Management, an established RIA firm based in Stuart, Florida. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.

What does Price Wealth Management do?

Price Wealth Management is an established RIA firm based in Stuart, Florida. It is privately held, operating in Financial Services, and is based in Stuart.

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