Acquired Company
Wealth Partners Capital Group
Financial ServicesProfessional ServicesOtherCommunity And Lifestyle
Description
EP Wealth Advisors, LLC (“EP Wealth”), a leading independent registered investment adviser (“RIA”) on a mission to provide clients with personalized service through integrated financial planning, investment management, and tax and estate planning, has established an East Coast presence for the firm and enhanced its capabilities for ultra-high-net-worth clients through the acquisition of Westwood, Massachusetts-based Minot Wealth Management, LLC (“Minot”).
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