Boston Mountain Money Management

Transaction overview

Reported completed

An October 21, 2024 article reproduced on Greenwood Gearhart’s website reports its merger with Boston Mountain Money Management, expressly stating that the transaction closed September 30, 2024. Financial terms were not disclosed. The combined $1.6 billion represented managed assets, not consideration.

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.