Cary Street Partners - M&A Summary and Business Overview

Financial ServicesCompany

Cary Street Partners M&A Summary

Cary Street Partners has acquired 1 company, including 1 in the last 5 years.

Cary Street Partners has acquired in 1 US state. The Company’s most targeted sectors include financial services (100%).

Cary Street Partners Business Overview

Where is Cary Street Partners headquartered?

Cary Street Partners is headquartered in Richmond, Virginia.

What sector is Cary Street Partners in?

Cary Street Partners is a financial services company.

When was Cary Street Partners founded?

Cary Street Partners was founded in 2002.

M&A Summary

  • M&A Total Activity1
    • M&A Buy Activity1
  • Total Sectors Invested 1
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 1
  • M&A Advisors 2

Cary Street Partners

Cary Street Partners LLC

901 East Byrd Street, Suite 1001,
Richmond, Virginia 23219
United States,
(804) 340-8100
www.carystreetpartners.com

Cary Street Partners is an independent financial services firm that provides comprehensive wealth management services including investment management, planning and financial advice in a culture dedicated to independence and objective thinking. Cary Street Partners was founded in 2002 and is based in Richmond, Virginia.


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
Dixon, Hubard, Feinour & Brown, Inc. 2022-06-08 - Divestiture
Roanoke, Virginia · www.dhfb.com
View All >>

M&A by Sector

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

By Geo

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

Top M&A Advisors

Financial Deals
Ducera Partners LLC
 1
Legal Deals
Williams Mullen
 1

M&A Connections

Deals
Acquired from
Strategic(s)
100%
1 (100%)

Company Summary

SECTOR

Financial Services

Established

2002

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Virginia Companies , Financial Services Companies , United States Companies , Virginia Financial Services Companies , Virginia Financial Services with Acquisitions , Virginia Financial Services with Divestitures

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