Inszone Acquires Arkansas’ Smith & Company Insurance
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Inszone→Smith & Company Insurance
May 13, 2026
MCF Advisors Acquires Wealth Planning RIA Add-On
Announced
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Deal Overview
MCF Advisors acquired Wealth Planning, a wealth management RIA add-on in the Cincinnati market. The deal is categorized as an add-on acquisition by MCF Advisors.
The provided information does not include transaction price, financing structure, or closing timing.
Key Details
- Transaction
- MCF Advisors acquires Wealth Planning
- Deal Size
- Under $10M
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