Recent Financial Services Acquisitions in Idaho
Acquisition Volume in Financial Services in Idaho by Year
Last 5 years
-
October 24, 2024
- Buyer
- Modern Wealth Management
- Target
- Petso Financial Consultants, LLC
- Industry
- Financial Services
- Location
- Idaho, United States
- Type
- Buyout
Modern Wealth Management has acquired Boise-based Petso Financial Consultants, a fee-only RIA with approximately $1.4 billion in AUM and a 10-person team. The asset purchase brings Modern Wealth's total AUM to over $6 billion and expands the firm's presence into the Pacific Northwest; Petso founder David Petso joins Modern Wealth as a managing director.
-
July 14, 2022
- Buyer
- JM Family Enterprises, Inc.
- Target
- Futura Title & Escrow, LLC
- Industry
- Financial Services
- Location
- Idaho, United States
- Type
- Buyout
JM Family Enterprises, a privately held diversified holding company, has acquired Futura Title & Escrow LLC, the largest independent title and escrow group in the Pacific Northwest. The acquisition brings Futura’s ~700 associates and 72-branch network into JM Family’s portfolio to support geographic expansion and continued growth of its business services offerings.
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