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Wealthspire Advisors To Acquire Gm Advisory Group, Expands Family Office Services

Sep 26, 2023almost 2 years ago

Acquiring Company

Wealthspire Advisors

Acquired Company

GM Advisory Group

Description

Wealthspire Advisors LLC, an NFP company and independent registered investment adviser (RIA), today announced a signed agreement to purchase GM Advisory Group, Inc. (GMAG), an RIA serving clients across the U.S. GMAG manages approximately $3.0 billion in assets, advises on an additional $3.3 billion in assets, and maintains a presence in Boca Raton, Florida, New York City, and Melville, New York.*

Company Information

Company

Wealthspire Advisors

About

Wealthspire Advisors is an independent registered investment advisor with 14 offices in 8 states throughout the Northeast, Mid-Atlantic, and Midwest. We are fiduciary advisors who value connecting all parts of a client’s financial life to deliver thoughtful, collaborative strategies that optimize their finances and fulfill their aspirations. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients gain confidence in their financial futures. For more information on Wealthspire Advisors, please visit http://www.wealthspire.com.

FundzWatch™ Score

89
High M&A Activity

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