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GCG Advisory Partners LLC completes acquisition of Infinity Financial Partners LLC to strengthen wealth management consulting

Oct 08, 2024•about 1 year ago

Acquiring Company

GCG Advisory Partners

Acquired Company

Infinity Financial Partners

AtlantaFinancial ServicesLendingFinanceFinancial Services

Description

GCG Advisory Partners LLC has successfully acquired Infinity Financial Partners LLC, a financial advisory firm managing over $230 million in client assets. This strategic acquisition expands GCG AP's reach, enhances its expertise in tax advice, and contributes to its mission of providing scalable business models and growth opportunities for financial advisors.

Company Information

Company

GCG Advisory Partners

About

GCG Advisory Partners is GCG Wealth Managements' acquisition and succession planning platform. GCG is a regional financial services firm that manages total client assets under management of more than $1.5 billion and provides capital, acquisition/succession strategies and a robust technology platform for its partnering advisors. Additionally, GCGAP offers a support system and team environment to reduce advisors' operational headaches. With 9 office hub locations throughout the Southeast, the firms advisors serve individual clients and small business owners throughout the country. For more information about GCG Advisory Partners or to value your practice, please visit www.GCGAP.com. Securities and investment advisory services offered through Woodbury Financial Services, Inc. member FINRA/SIPC. Woodbury Financial Services, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Woodbury Financial Services, Inc. Neither Woodbury Financial Services, Inc., nor its registered representatives or employees, offer tax or legal advice.

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