Bolotin, based in Boston and with offices in Florida, provides personalized wealth management services to individuals, families, business owners, and corporate clients. Its offerings include financial planning for all life stages, customized investment management, and risk mitigation. The firm especially focuses on the health care sector, serving clinics, physicians, and their families.
“This combination will allow us to expand our client experience and service delivery through the enhanced technology and resources of Prosperity and EisnerAmper,” said Bolotin Financial Group founder Alan Bolotin in a statement.
Financial terms of the deal were not disclosed. Prosperity has $3,885,000,000 in assets under management, while Bolotin has $1,060,000,000. Prosperity has 50 professionals, while Bolotin has 11. EisnerAmper has 450 partners; 4,500 staff and revenue of $1.02 billion. EisnerAmper’s Eisner Advisory Group ranked No. 15 on Accounting Today‘s list of the
“Bolotin Financial Group is a natural fit for Prosperity,” said Prosperity president Michele Martin in a statement. “Its client-first philosophy, long-standing reputation, and personalized approach align closely with our firm’s values. Together, we’re positioned to deliver even greater value and opportunity to the clients we serve.”
EisnerAmper has been busy on the M&A front since it
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