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The Mather Group Acquires Louisville Firm, Multi-Fund Management

Jun 02, 2022about 3 years ago

Acquiring Company

The Mather Group

Acquired Company

Multi-Fund Management

Description

The Mather Group, LLC (TMG), a wealth management firm with 11 offices across the country and more than $8.3 billion in assets under management (AUM, as of 3/31/22), has announced its acquisition of Multi-Fund Management Ltd. (MFM), a registered investment adviser (RIA) firm based in Louisville.

Company Information

Company

The Mather Group

About

The Mather Group is an independent wealth management firm and fiduciary helping high-net-worth individuals achieve their unique vision of retirement.

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