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AlphaCore acquires Callan Capital to enhance services

Mar 25, 2025•9 months ago

Acquiring Company

AlphaCore Wealth Advisory

Acquired Company

Callan Capital

San DiegoSan DiegoFinancial ServicesFamily

Description

AlphaCore Wealth Advisory has merged with Callan Capital, a wealth management firm based in San Diego. This strategic merger strengthens AlphaCore's capabilities in servicing ultra-high-net-worth clients and expands its market reach. The transaction is expected to close in the second quarter of 2025, subject to customary closing conditions.

Company Information

Company

AlphaCore Wealth Advisory

Location

San Diego, California, United States

About

AlphaCore Wealth Advisory is an independent wealth firm based in La Jolla, California, aiming to expand nationally through strategic partnerships and talent acquisition.

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