Avalon - Ownership and Business Overview

Financial ServicesCompany

Avalon Ownership

Who owns Avalon?

Avalon is owned by Clearstead. It was acquired on March 1, 2023.

Avalon Business Overview

Where is Avalon headquartered?

Avalon is headquartered in Santa Fe, New Mexico.

What sector is Avalon in?

Avalon is a financial services company.

Financial Services M&A Summary in 2023

Out of 60 sectors in the Mergr database, financial services ranked 12 in number of deals in 2023. The largest financial services acquisition in 2023 was Focus Financial Partners - which was acquired by CD&R for $7.0B.

Join Mergr to view all 136 acquisitions of financial services companies in 2023, including 19 acquisitions by private equity firms, and 117 by strategics.

Avalon

Avalon Trust

125 Lincoln Avenue, Suite 301,
Santa Fe, New Mexico 87501
United States,
(505) 983-1111
www.avalontrust.com

Avalon is a similarly high-net-worth focused wealth management firm that manages approximately $2 billion in assets under management. It provides investment management, trust services, and financial planning to families, trusts, and foundations nationwide. Avalon is based in Santa Fe, New Mexico.


Company Summary

SECTOR

Financial Services

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Related Lists for Avalon

New Mexico Companies , Financial Services Companies , United States Companies , New Mexico Financial Services Companies , New Mexico Financial Services with Acquisitions , New Mexico Financial Services with Divestitures

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