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Tuesday, September 1, 2026The Morning Brief →Sign in
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Socha Financial Group

In PWD coverage since September 1, 2026 · 2 stories
2Deals on our tracker
Deal recordFull tracker →
Aug 30, 26Deal closedSavant Wealth Management · $542M — coverage
Aug 30, 26Deal closedSavant Wealth Management · $542M — coverage
PWD coverage
M&A

Savant's Socha buy is a template for founder-led sellers

A $542 million Corning acquisition barely moves Savant's $56.5 billion book. The member-owner seat for the seller's CEO is the template worth watching.
exit · Sep 1Savant's Socha deal maps a hybrid exit
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