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Parkwoods Wealth Partners, LLC integrates FMF&E Wealth Management, LLC to support RIA growth and succession planning

Aug 26, 2024•over 1 year ago

Acquiring Company

Parkwoods Wealth Partners

Acquired Company

FMF&E Wealth Management

SyracuseSyracuseFinancial Services

Description

Parkwoods Wealth Partners, LLC, a new platform for supporting the growth and succession planning of registered investment advisors (RIAs), has successfully integrated its first partner, FMF&E Wealth Management, LLC. Founded by industry veterans with deep roots in the Dimensional Fund Advisors (DFA) ecosystem, Parkwoods aims to become the premier home for RIAs aligned with DFA's investment philosophy.

Company Information

Company

Parkwoods Wealth Partners

Location

Syracuse, New York, United States

About

Parkwoods Wealth Partners, LLC is a new platform designed to support the growth and succession planning of registered investment advisors (RIAs). Founded by industry veterans with deep roots in the Dimensional Fund Advisors (DFA) ecosystem, Parkwoods aims to become the premier home for RIAs who predominantly use Dimensional Fund Advisors’ investment strategies.

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