Windsor Drake
Transaction · Wealthtech · 2026

Ty J. Young Wealth Management acquires Bethel Retirement Planning

Ty J. Young Wealth Management acquired Bethel Retirement Planning on September 14, 2026.

Target
Bethel Retirement Planning
Acquirer
Ty J. Young Wealth Management
Announced
September 14, 2026
Sub-sector
Wealthtech

Transaction overview

  • Ty J. Young Wealth Management announced the acquisition of Bethel Retirement Planning on September 14, 2026.

Strategic rationale

Ty J. Young acquires Bethel Retirement Planning to expand annuity advisor platform.

Deal terms & multiples

Deal value
Not disclosed
Target revenue
Not disclosed
Target EBITDA
Not disclosed
EV / Revenue
Not disclosed
EV / EBITDA
Not disclosed
Announcement
September 14, 2026
Acquirer
Ty J. Young Wealth Management (Strategic)
Sub-sector
Wealthtech

Sources

  • prnewswire.com /news-releases/ty-j-young-wealth-management-acquires-bethel-retirement-planning-expanding-annuity-advisor-succession-platform-302878132.html

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Other deals by Ty J. Young Wealth Management

Primary Event type Counterparty Value Sub-sector Date
Senior Insurance Services Transaction Ty J. Young Wealth Management Wealthtech September 2, 2026
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