Acquiring Company
Defined Financial Planning
Acquired Company
Annadel Capital
Description
Defined Financial Planning of Alameda, CA acquires Annadel Capital of San Rafael. Clients of both financial advisory firms will benefit from the two independent firms joining their knowledge and expertise. Defined Financial Planning's clients will have access to CPA services, while Annadel Capital clients will be able to integrate Defined Financial Planning's well-regarded holistic financial planning system into their retirement plans.
M&A Insights
Based on deal dataIntegration 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