Merit Financial Group LLC acquires I.M. Wealth Care LLC

On April 5, 2022, Merit Financial Group LLC acquired I.M. Wealth Care LLC, a financial services company in Colorado, United States.

Deal at a glance

AnnouncedApril 5, 2022 TypeAdd-on Acquistion TargetI.M. Wealth Care LLC Buyer Merit Financial Group LLC SectorFinancial Services LocationColorado, United States ValueNot disclosed

Target company

I.M. Wealth Care LLC

Colorado, United States

Financial Servicessector

2004founded

Activestatus

View the company profile →

Buyer

Merit Financial Group LLC

Company · 4 deals on record

2nd transaction in financial services
2nd transaction in United States

4deals, all time

3in this sector

2022latest

Members only

Contact details at the buyers and sellers

The full deal history of every party

Co-investors and the other advisors on this deal

Deal value and revenue or EBITDA multiples

Related deals

Union Financial Advisors LLCSame lead buyer · May 2022

Tedstrom Wealth Advisors, Inc.Same lead buyer · Apr 2022

Gen II Fund Services LLCSame sector and country · Oct 2026

The Marygold Companies, Inc.Same sector and country · Sep 2026

Fiduciary Trust CompanySame sector and country · Apr 2026

Questions about this deal

Who acquired I.M. Wealth Care LLC?Merit Financial Group LLC acquired I.M. Wealth Care LLC on April 5, 2022.

What type of deal was it?It was a add-on acquistion in the financial services sector in 2022.

See the full picture on AcquityDataContacts, full deal histories, co-investors and deal values. Free for a day with your Google account, no card needed.

Try it free

Data updated daily on AcquityData (Acquity Data).