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FUNDRAISING NEWS | November 07, 2024
Tags: RIA, Mergers / Acquisitions
Wealth Enhancement Group announced its acquisition of Summit, NJ-based M&R Capital Management, the firm’s 15th completed deal of the year, adding $536M to its approximately $96.6B in client assets.
M&R, led by Chairman and CEO John Maloney, is an independent firm composed of three advisors and three support staff. The move further cements the firm’s presence in New Jersey – representing WEG’s sixth location in the state – and the Tri-State area.
Park Sutton Advisors, a Waller Helms Company, acted as the financial advisor to M&R Capital Management in the transaction.
Written By: Dakota
November 14, 2024
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