First Allied Securities - M&A Summary and Business Overview

Financial ServicesCompany

First Allied Securities M&A Summary

First Allied Securities has acquired 1 company. It has also divested 1 asset.

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

First Allied Securities Business Overview

Where is First Allied Securities headquartered?

First Allied Securities is headquartered in San Diego, California.

What sector is First Allied Securities in?

First Allied Securities is a financial services company.

When was First Allied Securities founded?

First Allied Securities was founded in 1994.

M&A Summary

  • M&A Total Activity2
    • M&A Buy Activity1
    • M&A Sell Activity1
  • Total Sectors Invested 1
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 1
  • M&A Advisors 1

First Allied Securities, Inc.

655 West Broadway, 12th Floor,
San Diego, California 92101
United States,
(800) 499-5489
www.firstallied.com

First Allied is a full-service, independent broker/dealer with approximately 1,000 financial advisors in 500 branches located throughout the United States. First Allied consists of several operating subsidiaries, including an independent broker/dealer, registered investment advisor, wealth management platform, insurance services firm and pension services business.


M&A Summary

Buy vs Sell

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

Most Recent M&A

Company Date Value Type
The Legend Group 2016-09-14 - Divestiture
Palm Beach Gardens, Florida · www.legendgroup.com
The Legend Group 2012-10-31 - Add-on Acquisition
Palm Beach Gardens, Florida · www.legendgroup.com
View All >>

M&A by Sector

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

By Geo

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

Top M&A Advisors

Financial Deals
Lazard Ltd.
 1

M&A Connections

Deals
Divested to
Strategic(s)
100%
1 (100%)

Company Summary

SECTOR

Financial Services

Established

1994

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

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