M and A

Deals Of The Day: The Latest In Wealth Management M&A - Basepoint

Editorial Staff, July 21, 2021


The latest M&A deals in wealth and asset management.

Basepoint Wealth, a wealth management firm based in Cedar Rapids, Iowa, has acquired Charter Accounting. The acquired business will operate as an affiliate under the name Basepoint Tax & Accounting. 

With the acquisition, Basepoint is establishing its first presence in the Des Moines metro area, adding to existing locations in Cedar Rapids, Dubuque, and Davenport. 

Charter Accounting has operated for almost 25 years.

Mark McKee, principal of Charter Accounting and his team of licensed and certified accountants will remain with the newly-named company. Ryan Watermiller, an Ankeny-based Basepoint Wealth advisor will operate full-time from the Des Moines office.

Basepoint Wealth serves clients across the US.

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