Choreo - M&A Summary, Ownership, and Business Overview

Business ServicesCompany

Choreo M&A Summary

Choreo has acquired 3 companies of its own, including 3 in the last 5 years.

Choreo has acquired in 3 different US states. The Company’s most targeted sectors include business services (67%) and financial services (34%).

Choreo Ownership

Who owns Choreo?

Choreo is owned by Parthenon Capital. It was acquired on January 5, 2022.

Is Choreo PE-backed?

Yes. Choreo is owned by private equity investor Parthenon Capital.

Choreo Business Overview

Where is Choreo headquartered?

Choreo is headquartered in Indianapolis, Indiana.

What sector is Choreo in?

Choreo is a business services company.

When was Choreo founded?

Choreo was founded in 2008.

M&A Summary

  • M&A Total Activity3
    • M&A Buy Activity3
  • Total Sectors Invested 2
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 2

Choreo

Choreo LLC

8421 Bearing Dr, 200,
Indianapolis, Indiana 46268
United States,
(317) 216-1600
www.choreogroup.com

Choreo is a change management consulting firm that transforms workplaces into spaces that foster increased productivity, cost containment and improved effectiveness. Choreo was founded in 2008 and is based in Indianapolis, Indiana.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.6/yr) # - - - 2 1 - 3
Sell (0.0/yr) # - - - - - - 0
  3

Most Recent M&A

Company Date Value Type
BDO USA - Wealth Management Business 2023-11-01 - Divestiture
Chicago, Illinois
GreerWalker Wealth LLC 2022-12-12 - Divestiture
Charlotte, North Carolina
Enso Wealth Management 2022-11-03 - Add-on Acquisition
Petaluma, California · www.ensowealth.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Business Services 2 (67%) - - -
Financial Services 1 (33%) - - -
Total 3 - - -

By Geo

State/Country Buy Value Sell Value
United States 3 - - -
  North Carolina 1 - - -
  Illinois 1 - - -
  California 1 - - -
Total 3 - - -

M&A Connections

Deals
Acquired from
Strategic(s)
67%
2 (67%)

Company Summary

SECTOR

Business Services

Established

2008

Former Name

RSM US Wealth Management LLC

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