Nicolet Bank to acquire Navigator Planning Group

February 18, 2016

On January 25, 2016, Nicolet National Bank announced that it had agreed to acquire Navigator Planning Group, LLC.

Through the acquisition, several advisors and staff members of Navigator Planning Group, LLC (“Navigator”) will join Nicolet Wealth Management.  The transaction is expected to close on or before April 1, 2016.

Nicolet National Bank is a Wisconsin-based bank founded in 2000. It offers an array of services ranging from commercial and consumer banking to retirement services.

Navigator is a Wisconsin-based wealth management firm founded in 1978.

To read the press release: please click here.


Investment Manager M&A, Transactions