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Safeguard acquires Solutions First in Arizona

Apr 14, 2025•3 months ago

Acquiring Company

Safeguard Investment Advisory Group

Acquired Company

Solutions First Financial Group

CoronaScottsdaleAngel InvestmentFinancial ServicesFinance

Description

Safeguard Investment Advisory Group expands its operations into Arizona with the acquisition of Solutions First Financial Group. This move marks a significant growth milestone for Safeguard, enhancing its presence in the Southwest region. The new office commenced operations on April 1, 2025.

Company Information

Company

Safeguard Investment Advisory Group

Location

Corona, California, United States

About

Safeguard Investment Advisory Group offers investment management services across California. For over 20 years, they have focused on helping families and individuals pursue remarkable retirements through education, integrity, and trust. They emphasize a disciplined approach in key financial areas including risk assessment, taxation, and wealth transfers. Their mission extends beyond financial advice, aiming to make a positive community impact through initiatives like Safeguard Cares.

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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