Carnegie Investment Counsel - M&A Summary and Business Overview

Business ServicesCompany

Carnegie Investment Counsel M&A Summary

Carnegie Investment Counsel has acquired 1 company, including 1 in the last 5 years.

Carnegie Investment Counsel has acquired in 1 US state. The Company’s most targeted sectors include business services (100%).

Carnegie Investment Counsel Business Overview

Where is Carnegie Investment Counsel headquartered?

Carnegie Investment Counsel is headquartered in Pepper Pike, United States.

What sector is Carnegie Investment Counsel in?

Carnegie Investment Counsel is a business services company.

When was Carnegie Investment Counsel founded?

Carnegie Investment Counsel was founded in 1974.

M&A Summary

  • M&A Total Activity1
    • M&A Buy Activity1
  • Total Sectors Invested 1
  • Total Countries Invested 1

Carnegie Investment Counsel

Carnegie Investment Counsel

30300 Chagrin Boulevard, 1970,
Pepper Pike, 44122
United States,
www.carnegieinvest.com

Carnegie Investment Counsel is an SEC Registered Investment Adviser (RIA), providing personalized financial guidance to help preserve and grow your wealth. The firm specializes in investment management, financial planning, and corporate retirement plans. Carnegie Investment Counsel was formed in 1974 and is based in Pepper Pike, Ohio.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.2/yr) # - - - 1 - - 1
Sell (0.0/yr) # - - - - - - 0
  1

Most Recent M&A

Company Date Value Type
Riverstone Wealth Management LLC 2022-12-29 - Add-on Acquisition
Plymouth, Wisconsin · www.rs-wealth.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Business Services 1 (100%) - - -
Total 1 - - -

By Geo

State/Country Buy Value Sell Value
United States 1 - - -
  Wisconsin 1 - - -
Total 1 - - -

Company Summary

SECTOR

Business Services

Established

1974

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Business Services Companies , United States Companies

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