September 28, 2023
Maridea Wealth Management Acquires Gagni Asset Management
Transaction Services
Exbo Group performed the Quality of Earnings on behalf of Gagni Asset Management as part of Maridea Wealth Management’s acquisition of the company.
Maridea is an investment advisor that provides comprehensive wealth management services, including investment management, financial planning, estate planning, outsourced family office services and access to alternative asset classes. This acquisition is part of the company’s growth strategy.