201 Mission Street 12th floor,
San Francisco, California 94105
United States
(415) 813-5066
www.devoeandcompany.com
info@devoe-co.com
DeVoe & Company is a boutique investment bank focused on serving wealth management firms. DeVoe provides valuation, M&A advisory, strategy, and other services to managers across the US. DeVoe & Company was formed in 2011 and is based in San Francisco, California.
| Year | ≤ '19 | '20 | '21 | '22 | '23 | '24 | T |
|---|---|---|---|---|---|---|---|
| Buyside (0.0/yr) | - | - | - | - | - | - | 0 |
| Sellside (1.0/yr) | 2 | - | - | 3 | - | 2 | 7 |
| 7 | |||||||
| Target Company | Date | Value | Type |
|---|---|---|---|
| Sign-up to View | 2024-09-03 | - | Financial Services |
| Sign-up to View | 2024-04-02 | - | Financial Services |
| Sign-up to View | 2022-11-29 | - | Financial Services |
| Sign-up to View | 2022-10-04 | - | Business Services |
| Sign-up to View | 2022-01-04 | - | Financial Services |
| Sign-up to View | 2019-12-03 | - | Financial Services |
| Sign-up to View | 2019-01-03 | - | Financial Services |
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| Sector | # | Value | |
|---|---|---|---|
| Financial Services | Sign-up to View | ||
| Business Services | Sign-up to View | ||
| Total | Sign-up to View | ||
| State/Country | # | Value | |
|---|---|---|---|
| United States | Sign-up to View | ||
| Total | Sign-up to View | ||
| Type | # | Value | |
|---|---|---|---|
| Add-on Acquisition | Sign-up to View | ||
| Total | Sign-up to View | ||
| Corporate (7) | Deals |
|---|---|
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1 |
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1 |
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1 |
