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

Financial ServicesCompany

Clearstead M&A Summary

Clearstead has acquired 3 companies of its own, including 3 in the last 5 years. A total of 1 acquisition came from private equity firms.

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

Clearstead Ownership

Who owns Clearstead?

Clearstead is owned by Flexpoint Ford. It was acquired on October 8, 2021.

Is Clearstead PE-backed?

Yes. Clearstead is owned by private equity investor Flexpoint Ford.

Was Clearstead formerly PE-backed?

Yes. Clearstead was formerly owned by 1 private investor.

Clearstead Business Overview

Where is Clearstead headquartered?

Clearstead is headquartered in Cleveland, Ohio.

What sector is Clearstead in?

Clearstead is a financial services company.

When was Clearstead founded?

Clearstead was founded in 1989.

M&A Summary

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

Clearstead

Clearstead LLC

1100 Superior Avennue E, Suite 700,
Cleveland, Ohio 44114
United States,
(216) 621-1090
www.clearstead.com

Clearstead is an operator of institutional and private wealth management firm that provides financial solutions, prominent endowments, foundations, hospitals, and other institutions with objective and high-quality investment advisory services. Clearstead was founded in 1989 and is based in Cleveland, Ohio.


M&A Summary

Buy vs Sell

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

Most Recent M&A

Company Date Value Type
Wilbanks Smith & Thomas Asset Management LLC 2024-04-02 - Merger
Norfolk, Virginia · www.wstam.com
Avalon Trust 2023-03-01 - Add-on Acquisition
Santa Fe, New Mexico · www.avalontrust.com
Scott Snow (financial advisors) LLC 2022-08-01 - Add-on Acquisition
Westlake, Ohio · www.s2fa.com
View All >>

M&A by Sector

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

By Geo

State/Country Buy Value Sell Value
United States 3 - - -
  Virginia 1 - - -
  Ohio 1 - - -
  New Mexico 1 - - -
Total 3 - - -

Top M&A Advisors

Financial Deals
District Capital Partners
 1

M&A Connections

Deals
Acquired from
Investor(s)
33%
1 (33%)

Company Summary

SECTOR

Financial Services

Established

1989

Former Name

Hartland & Co., LLC

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