Acquiring Company
Global Wealth Management
Acquired Company
Gulf Coast Financial Planning
Fort LauderdaleLakewood RanchLendingFinancial ServicesEmployee BenefitsFinanceDescription
Global Wealth Management has acquired Gulf Coast Financial Planning, adding over $150 million in assets under advisement. This acquisition expands GWM's footprint into Florida's West Coast, establishing a new office in Lakewood Ranch. Founder Kurt Stahl will join GWM, providing clients with enhanced resources and support.
DealWatch™ Score
65
High M&A Activity
M&A Opportunity Analysis
Get personalized insights on M&A opportunities
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