Ferris Capital - Ownership and Business Overview

Financial ServicesCompany

Ferris Capital Ownership

Who owns Ferris Capital?

Ferris Capital is owned by Creative Planning. It was acquired on June 1, 2022.

Ferris Capital Business Overview

Where is Ferris Capital headquartered?

Ferris Capital is headquartered in Southborough, Massachusetts.

What sector is Ferris Capital in?

Ferris Capital is a financial services company.

When was Ferris Capital founded?

Ferris Capital was founded in 2012.

Financial Services M&A Summary in 2022

Out of 60 sectors in the Mergr database, financial services ranked 11 in number of deals in 2022. The largest financial services acquisition in 2022 was Kensington Mortgage - which was acquired by Barclays Bank UK for $3.5B.

Join Mergr to view all 231 acquisitions of financial services companies in 2022, including 24 acquisitions by private equity firms, and 207 by strategics.

Ferris Capital

Ferris Capital LLC

118 Turnpike Rd, 300,
Southborough, Massachusetts 01772
United States,
(508) 281-5225
www.ferriscapital.com

Ferris Capital is an independent advisory firm that provides a top-of-the-line experience to its clients and has a team that is adept at managing generational wealth, succession planning, investment management, real estate, retirement planning, private equity, and much more. Ferris Capital was founded in 2012 and is based in Southborough, Massachusetts.


Company Summary

SECTOR

Financial Services

Established

2012

 Subscribe to unlock this and 206,651
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More
1 Week Free Trial Learn More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB

Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.6K Private Equity Firms
  • 199K M&A Transactions
  • 202K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.6K M&A Advisors
    (Investment Banks and Law Firms)
  • 80K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.

Related Lists for Ferris Capital

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

Related Lists for Massachusetts Companies

Largest Massachusetts Companies , Acquisitive Massachusetts Companies , Recently Acquired Massachusetts Companies , Recently Sold Massachusetts Companies , Private Massachusetts Companies , Public Massachusetts Companies , Acquired Massachusetts Companies , PE Backed Massachusetts Companies

Related Lists for Financial Services Companies

Largest Financial Services Companies , Acquisitive Financial Services Companies , Recently Acquired Financial Services Companies , Recently Sold Financial Services Companies , Private Financial Services Companies , Public Financial Services Companies , Acquired Financial Services Companies , PE Backed Financial Services Companies

Related Lists for United States Companies

Largest United States Companies , Acquisitive United States Companies , Recently Acquired United States Companies , Recently Sold United States Companies , Private United States Companies , Public United States Companies , Acquired United States Companies , PE Backed United States Companies
Mergr

Product

Company

Legal