Welch & Co. Merges with SingerLewak to Form New Division
Deal News | May 01, 2025 | EIN
Welch & Co., a financial services firm established in 1992 and known for its focus on estate and trust matters, has announced its merger with SingerLewak. This strategic partnership aims to enhance Welch & Co.'s service offerings and expand its geographical reach. The merger will allow the firm to leverage SingerLewak's resources, providing comprehensive financial solutions to high-net-worth individuals, families, and closely held businesses. Kerry Welch, a partner at Welch & Co., highlighted the benefits of the merger, including improved services for clients with global interests. Jim Pitrat, Managing Partner at SingerLewak, echoed this sentiment, emphasizing the opportunity to meet the complex financial needs of clients with expert solutions. The merger will retain the Welch & Co. name but rebrand as Welch & Company, A Division of SingerLewak, effective immediately. Welch & Co.'s reputation for high-quality and personalized service will be further enhanced through this collaboration.
Sectors
- Financial Services
- Mergers & Acquisitions
Geography
- United States – Both firms involved in the merger, Welch & Co. and SingerLewak, are based in the United States, with Welch & Co. operating primarily in Torrance, California.
- California – Welch & Co. is located in Torrance, California, and will remain in its current office location post-merger, indicating a concentrated geographical focus in this region.
Industry
- Financial Services – The article discusses a merger between two financial services firms, Welch & Co. and SingerLewak, highlighting their focus on providing tailored financial solutions to high-net-worth individuals, families, and closely held businesses.
- Mergers & Acquisitions – The article is centered around a strategic merger, detailing how this acquisition will facilitate expanded service offerings and geographical reach for the involved firms.
Financials
Participants
| Name | Role | Type | Description |
|---|---|---|---|
| Welch & Co. | Target | Company | A financial services firm founded in 1992, focusing on estate and trust matters, serving high-net-worth clients and closely held businesses. |
| SingerLewak | Buyer | Company | A firm known for providing comprehensive financial solutions, merging with Welch & Co. to enhance service offerings and expand reach. |
| Kerry Welch | Partner at Welch & Co. | Person | A partner at Welch & Co. commenting on the benefits of the merger with SingerLewak. |
| Jim Pitrat | Managing Partner at SingerLewak | Person | Managing Partner at SingerLewak, expressing enthusiasm for the merger with Welch & Co. |