Acquisition · Activity not yet classified
Delta Financial Group, Inc.
Transaction overview
Reported completed
Announced:
Exact closing date not established.
CW Advisors reported completing its transaction with Delta Financial Group, Inc.
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
- CW Advisors Acquires $1.3 Billion New Jersey RIA - CW Advisors ↗
CW Advisors · Published Mar 25, 2025
CW Advisors reported completing its transaction with Delta Financial Group, Inc. Both transactions reportedly closed earlier in March; exact days unknown. Separate targets, same source.