Acquisition · Adviser / wealth-management
Magnolia Lane Financial Advisors
Transaction overview
Reported completed
Exact closing date not established.
AlphaCore reported acquiring Magnolia Lane Financial Advisors, expanding to Greenwich and Hilton Head. The issuer release describes this as its fourth completed acquisition in four years; an exact closing day is not stated.
Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.
Source evidence
- AlphaCore acquires Magnolia Lane Financial Advisors ↗
AlphaCore Wealth Advisory via Business Wire · Published Jan 10, 2023
The issuer release identifies Magnolia Lane and describes the acquisition as completed.