CapTrust - M&A Summary and Business Overview

Business ServicesCompany

CapTrust M&A Summary

CapTrust has acquired 6 companies, including 5 in the last 5 years.

CapTrust has acquired in 6 different US states. The Company’s most targeted sectors include business services (67%) and financial services (34%).

CapTrust Business Overview

Where is CapTrust headquartered?

CapTrust is headquartered in Raleigh, North Carolina.

How many employees does CapTrust have?

CapTrust has 700 employees.

What sector is CapTrust in?

CapTrust is a business services company.

When was CapTrust founded?

CapTrust was founded in 1997.

M&A Summary

  • M&A Total Activity6
    • M&A Buy Activity6
  • Total Sectors Invested 2
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 1

CapTrust

CapFinancial Partners LLC

4208 Six Forks Rd. Suite 1700,
Raleigh, North Carolina 27609
United States,
(919) 870-6822
www.captrust.com

CapTrust is an independent registered investment advisor. It has clients in all 50 states and provides investment advisory, asset management, and planning services to thousands of affluent private clients and institutional investors such as retirement plan fiduciaries, endowments, foundations, and religious entities. CapTrust was founded in 1997 and is based in Raleigh, North Carolina.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.8/yr) # 2 2 2 - - - 6
Sell (0.0/yr) # - - - - - - 0
  6

Most Recent M&A

Company Date Value Type
Ellwood Associates 2021-08-26 - Add-on Acquisition
Chicago, Illinois · www.ellwoodassociates.com
MRA Associates 2021-01-07 - Add-on Acquisition
Phoenix, Arizona · www.mraassociates.com
Lakeside Wealth Management Group LLC 2020-06-10 - Add-on Acquisition
Chesterton, Indiana · www.lakesidewealth.com
Fountain Financial Associates 2020-02-11 - Add-on Acquisition
Wilmington, North Carolina · www.fountainfinancial.net
Boston Advisors - Wealth Management Business 2019-10-09 - Divestiture
, Massachusetts
Schott Group Investment Consulting 2007-11-01 - Add-on Acquisition
Harbor Springs, Michigan
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Business Services 4 (67%) - - -
Financial Services 2 (33%) - - -
Total 6 - - -

By Geo

State/Country Buy Value Sell Value
United States 6 - - -
  North Carolina 1 - - -
  Michigan 1 - - -
  Massachusetts 1 - - -
  Indiana 1 - - -
  Illinois 1 - - -
  Arizona 1 - - -
Total 6 - - -

M&A Connections

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

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