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Bordeaux Wealth Advisors to acquire Executive Wealth Group, Expanding Niche in Advising Executives in Aerospace Industry

Mar 25, 2024•over 1 year ago

Acquiring Company

Bordeaux Wealth Advisors

Acquired Company

Executive Wealth Group

Menlo ParkNew YorkFinanceFinancial ServicesFinancial Services

Description

Focus Financial Partners Inc. announced the definitive agreement for the acquisition of Executive Wealth Group, LLC by Focus partner firm Bordeaux Wealth Advisors. This strategic move aims to enhance Bordeaux's ability to serve executives in the aerospace industry by increasing its presence and market leadership in the Seattle market.

Company Information

Company

Bordeaux Wealth Advisors

Location

Menlo Park, California, United States

About

We are an independent investment advisory and wealth management firm located in California’s Silicon Valley. Our senior advisors and professionals have spent decades serving individuals and families, and we have considerable experience managing the many complexities that wealth brings — from providing comprehensive and customized solutions for growing, preserving and transferring wealth, along with highly personalized service and attention in an open and transparent environment.

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