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Exencial Wealth Advisors acquires accounting, wealth management company
StreetTalk – Episode 70: Banks' Liquidity Conundrum Could Fuel M&A Activity
Street Talk Episode 70 - Banks' Liquidity Conundrum Could Fuel M&A Activity
StreetTalk – Episode 69: Banks left with pockets full of cash and few places to go
Street Talk – Episode 69: Banks left with pockets full of cash and few places to go
ExencialWealth Advisors LLC on April 12 announced the acquisition ofNetting & Pace CPAs, a San Antonio-based accounting and wealth managementcompany.
The acquisition will result in about $1.5 billion in AUM forthe newly combined entity. Netting & Pace will add its 16 employees to theExencial team, amounting to a total company size of 57 employees.
Terms of the deal were not disclosed.