Investment Summary

ABRY Partners Invests In Prime Capital Investment Advisors

On July 12, 2023, private equity firm ABRY Partners invested in financial services company Prime Capital Investment Advisors

Investment Highlights
  • This is ABRY Partners’ 4th transaction in the Financial Services sector.
  • This is ABRY Partners’ 144th transaction in the United States.
  • This is ABRY Partners’ 1st transaction in Kansas.

Investment Summary

Date 2023-07-12
Target Prime Capital Investment Advisors
Sector Financial Services
Investor(s) ABRY Partners
Deal Type Stake Purchase

Target

Prime Capital Investment Advisors

Overland Park, Kansas, United States
website
Prime Capital Investment Advisors provides a client-centric team approach to full-service financial planning, including fee-based asset management and wealth management through its Prime Capital Wealth Management brand. Through its Qualified Plan Advisors brand, the firm also provides retirement plan advisory services, as well as plan participant education. PCIA currently has 51 locations throughout the United States, with investment advisor representatives serving clients across the nation. Prime Capital Investment Advisors is based in Overland Park, Kansas.

Search 192,907 Deals Now

SEARCH BY

  • Buyer Type (PE or Strategic)
  • Deal Size ($10M to $10B+)
  • Sector (60 Sectors)
  • Deal Type
  • Geography
  • & More

Try For Free 7-Day Free Trial

Investor(S) 1

Investor

ABRY Partners

Boston, Massachusetts, United States

Investor Investor Investor Investor Investor

website


Category Private Equity Firm
Founded 1989
PE ASSETS 12.8B USD
Size Mega
Type Sector Focused
DESCRIPTION

ABRY Partners is a media and communications focused private equity investment firm. Specific areas of interest include television, publishing, convention/trade shows, for-profit training, couponing, monitoring services, telephone companies, communications towers, music libraries, database providers, wireless communications, and in-store advertisers. ABRY can provide both equity and mezzanine capital, typically committing $20 to $200 million of equity or $15 to $50 million of mezzanine capital per transaction. Prospective transaction situations include buyouts, expansion financings, platform acquisitions, consolidations, and recapitalizations. ABRY Partners was formed in 1989 and is headquartered in Boston, Massachusetts.


DEAL STATS #
Overall 169 of 169
Sector (Financial Services) 4 of 4
Type (Stake Purchase) 9 of 9
State (Kansas) 1 of 1
Country (United States) 144 of 144
Year (2023) 5 of 5
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2023-05-23 Socius

San Francisco, California, United States

Socius is a property/casualty and management liability wholesale broker based in San Francisco, with regional offices in Los Angeles; Elgin, IL; Birmingham, AL; Austin, TX; Tampa and Miami, FL; Philadelphia; and Summit, NJ. Socius specializes in D&O, E&O, EPL, Cyber, Property & Casualty, and Umbrella coverages. Socius was founded in 1997 and is based in San Francisco, California.

Sell -