Concurrent Advisors - M&A Summary and Business Overview

Financial ServicesCompany

Concurrent Advisors M&A Summary

Concurrent Advisors has acquired 1 company, including 1 in the last 5 years.

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

Concurrent Advisors Business Overview

Where is Concurrent Advisors headquartered?

Concurrent Advisors is headquartered in San Diego, California.

What sector is Concurrent Advisors in?

Concurrent Advisors is a financial services company.

When was Concurrent Advisors founded?

Concurrent Advisors was founded in 2017.

M&A Summary

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

Concurrent Advisors

12651 High Bluff Drive, Suite 250,
San Diego, California 92130
United States,
(858) 634-9665
www.concurrentadvisors.com

Concurrent Advisors is an advisor-owned partnership of elite independent advisors affiliated with Raymond James Financial Services, Inc., member FINRA/SIPC, who work together to realize a common vision of creating a superior client experience while growing their own practices. Concurrent Advisors was formed in 2017 and is based in San Diego, California.


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
WealthEngage 2020-05-19 - Add-on Acquisition
Miami, Florida · www.wealthengage.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 - - -
  Florida 1 - - -
Total 1 - - -

Company Summary

SECTOR

Financial Services

Established

2017

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