Windsor Drake
Transaction · Wealthtech · 2026

Ty J. Young Wealth Management acquires Senior Insurance Services

Ty J. Young Wealth Management acquired Senior Insurance Services on September 2, 2026.

Target
Senior Insurance Services
Acquirer
Ty J. Young Wealth Management
Announced
September 2, 2026
Sub-sector
Wealthtech

Transaction overview

  • Ty J. Young Wealth Management announced the acquisition of Senior Insurance Services on September 2, 2026.

Strategic rationale

Ty J. Young Wealth Management acquires Senior Insurance Services to expand annuity business.

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 2, 2026
Acquirer
Ty J. Young Wealth Management (Strategic)
Sub-sector
Wealthtech

Sources

  • prnewswire.com /news-releases/ty-j-young-wealth-management-acquires-senior-insurance-services-expanding-its-growing-annuity-firm-302868133.html

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Other deals by Ty J. Young Wealth Management

Primary Event type Counterparty Value Sub-sector Date
Bethel Retirement Planning Transaction Ty J. Young Wealth Management Wealthtech September 14, 2026
McCarrell Insurance Transaction Ty J. Young Wealth Management Wealthtech May 21, 2026