Avalon Advisors - Ownership and Business Overview

Financial ServicesCompany

Avalon Advisors Ownership

Who owns Avalon Advisors?

Avalon Advisors is owned by Cynosure Group. It was acquired on September 14, 2015.

Is Avalon Advisors PE-backed?

Yes. Avalon Advisors is owned by private equity investor Cynosure Group.

Was Avalon Advisors formerly PE-backed?

Yes. Avalon Advisors was formerly owned by 3 private investors.

Avalon Advisors Business Overview

Where is Avalon Advisors headquartered?

Avalon Advisors is headquartered in Houston, Texas.

What sector is Avalon Advisors in?

Avalon Advisors is a financial services company.

When was Avalon Advisors founded?

Avalon Advisors was founded in 2001.

Financial Services M&A Summary in 2015

Out of 60 sectors in the Mergr database, financial services ranked 9 in number of deals in 2015. The largest financial services acquisition in 2015 was Visa Europe - which was acquired by Visa for $23.9B.

Join Mergr to view all 264 acquisitions of financial services companies in 2015, including 30 acquisitions by private equity firms, and 234 by strategics.

Avalon Advisors

Avalon Advisors LLC

717 Texas Avenue, Suite 3000,
Houston, Texas 77002
United States,
(713) 238-2050
www.avalonadvisors.com

Avalon Advisors is a money management firm that manages equity, fixed income and balanced portfolios for wealthy families, endowments, foundations and trusts. Avalon provides a high level of customer service and customized solutions for clients in a cost effective and tax efficient manner. Avalon Advisors was founded in 2001 and is based in Houston, Texas.


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