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Waverly Advisors Completes Fourth Merger In 2022 With Acquisition Of Sandifer Wealth Management

Dec 12, 2022•almost 3 years ago

Acquiring Company

Waverly Advisors

Acquired Company

Wealth Partners Capital Group

BirminghamFinanceFinancial ServicesFinancial ServicesProfessional ServicesOtherCommunity And Lifestyle

Description

Waverly Advisors (“Waverly”), a registered investment advisor (“RIA”) that specializes in investment management, financial planning and wealth management solutions for a diverse group of high-net-worth individuals, corporate retirement plans and institutional clients, has acquired Sandifer Wealth Management (“SWM”), a Mobile, AL, fee-only RIA. This acquisition highlights Waverly’s continuous growth trajectory in 2022, expanding their footprint in the Southeast.

Company Information

Company

Waverly Advisors

Location

Birmingham, Alabama, United States

About

Waverly is a fee-only registered investment adviser that serves the investment management and wealth planning needs of a diverse group of clients, including high-net-worth individuals and families, corporate retirement plans, trusts, endowments and institutions. After the conversion of assets from SWM, Waverly expects to have in excess of $5.6 billion in assets under management. Waverly offers collaborative investment, tax, estate and financial planning services. Founded in 1999 in Birmingham, Alabama, the company currently has eight offices across the Southeast and a team of over 70 professionals who hold many of the industry’s most prestigious credentials.

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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