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Global Wealth Management acquires Gulf Coast Financial

May 01, 20252 months ago

Acquiring Company

Global Wealth Management

Acquired Company

Gulf Coast Financial Planning

Fort LauderdaleLakewood RanchLendingFinancial ServicesEmployee BenefitsFinance

Description

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.

Company Information

Company

Global Wealth Management

Location

Fort Lauderdale, Florida, United States

About

Global Wealth Management (GWM) is a premier financial advisory firm focusing on retirement planning, with a commitment to fostering a positive workplace culture.

DealWatch™ Score

72
High M&A Activity

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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

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