Tentt

M&A Deal Announcement | Tentt Deal Tracker

Announced
Financial ServicesTexasMerger

Deal Overview

Mountain Holding, Inc. has completed the acquisition of a wealth management RIA business in Texas, for $1.5. The target provides wealth management services through a registered investment adviser model, supporting client portfolio management and advisory relationships. Mountain Holding, a strategic buyer in financial services M&A, is expanding its presence with TX acquisitions in the wealth management RIA acquisition segment. The merger acquisition is announced and sized over $100M, reflecting a strategic acquisition approach to grow assets and advisory capabilities, with deal terms and expected closing to be addressed in its SEC S-4 filing.

Key Details

Deal Size
Over $100M
Reported Value
$0.01

Source

Read full article on sec.gov

via SEC EDGAR S-4 · May 5, 2026

Powered by Tentt

Source financial services deals in Texas for your firm

Tentt builds and operates managed deal origination services for PE firms, M&A advisors, and commercial lenders. We map the target universe, monitor signals, and execute outreach — white-labelled to your firm.

Book a 30-min intro call