Allworth Financial - M&A Summary, Ownership, and Business Overview

Financial ServicesCompany

Allworth Financial M&A Summary

Allworth Financial has acquired 6 companies of its own, including 6 in the last 5 years. A total of 1 acquisition came from private equity firms.

Allworth Financial’s largest acquisition to date was in 2022, when it acquired Second Opinion Partners for $440M. Allworth Financial has acquired in 6 different US states. The Company’s most targeted sectors include financial services (100%).

Allworth Financial Ownership

Who owns Allworth Financial?

Allworth Financial is owned by Lightyear Capital and Ontario Teachers Pension Plan. It was acquired on October 20, 2020.

Is Allworth Financial PE-backed?

Yes. Allworth Financial is owned by private equity investors Lightyear Capital and Ontario Teachers Pension Plan.

Was Allworth Financial formerly PE-backed?

Yes. Allworth Financial was formerly owned by 1 private investor.

Allworth Financial Business Overview

Where is Allworth Financial headquartered?

Allworth Financial is headquartered in Sacramento, California.

What sector is Allworth Financial in?

Allworth Financial is a financial services company.

When was Allworth Financial founded?

Allworth Financial was founded in 1993.

M&A Summary

  • M&A Total Activity6
    • M&A Buy Activity6
  • Total Sectors Invested 1
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 1

Allworth Financial

Allworth Financial

8775 Folsom Boulevard, Suite 100,
Sacramento, California 95826
United States,
(916) 482-2196
www.allworthfinancial.com

Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. The company delivers long- and short-term investment planning solutions and advice to help clients achieve goals and plan strategically for retirement. Allworth Financial was formed in 1993 and is based in Sacramento, California.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (1.0/yr) # 1 3 - 2 - - 6
vol $640M $640M
Sell (0.0/yr) # - - - - - - 0
  6

Most Recent M&A

Company Date Value Type
Muchler Financial Services, Inc. 2022-08-24 200M USD Add-on Acquisition
Dansville, New York · www.muchlerfinancial.com
Second Opinion Partners 2022-08-24 440M USD Add-on Acquisition
Riverwoods, Illinois · www.2ndpartners.com
Bastoni Financial Services 2020-12-08 - Add-on Acquisition
Folsom, California · www.bastonifinancialservices.com
Pathways Financial Partners 2020-10-27 - Add-on Acquisition
Tucson, Arizona · www.pathwaysfinancialpartners.com
Capstone Capital, Inc. 2020-05-26 - Add-on Acquisition
Cincinnati, Ohio · www.capstonecapital.org
PHH Investments Ltd. 2019-10-30 - Add-on Acquisition
Addison, Texas · www.raa.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 6 (100%) 640M (100%) - -
Total 6 $640M - -

By Geo

State/Country Buy Value Sell Value
United States 6 640M - -
  Texas 1 - - -
  Ohio 1 - - -
  New York 1 200M - -
  Illinois 1 440M - -
  California 1 - - -
  Arizona 1 - - -
Total 6 $640M - -

Deal Values

buy # Total
$100M to $1B 2 $640M
TOTAL $640M
Largest Second Opinion Partners
$440M (2022-08-24)

M&A Connections

Deals
Acquired from
Investor(s)
17%
1 (17%)

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