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Deals Of The Day: The Latest In Wealth Management M&A – EP Wealth Advisors
Editorial Staff
17 April 2025
EP Wealth Advisors The acquisition allows AlphaMark to enhance its services to clients, the firm said in a statement. The team specializes in retirement planning, small business services, and managing the financial aspects of life transitions such as divorce. Five members of the AlphaMark team are joining EP Wealth, including the firm’s founder, Michael Simon, who is now a regional director and partner. Houlihan Lokey acted as the exclusive financial advisor to AlphaMark Advisors.The financial and legal terms of the transaction were not disclosed.
EP Wealth Advisors, a fee-only registered investment adviser with assets under management of $31 billion, has just announced its first buy in the Cincinnati region, partnering with wealth manager AlphaMark Advisors, based in the suburb of Fort Wright, Kentucky. The deal of about $385 million bolsters the firm’s presence in the Midwest, where it has five other offices in Illinois and Michigan.