Lido - M&A Summary and Business Overview

Business ServicesCompany

Lido M&A Summary

Lido has acquired 2 companies, including 2 in the last 5 years.

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

Lido Business Overview

Where is Lido headquartered?

Lido is headquartered in Los Angeles, California.

What sector is Lido in?

Lido is a business services company.

When was Lido founded?

Lido was founded in 1999.

M&A Summary

  • M&A Total Activity2
    • M&A Buy Activity2
  • Total Sectors Invested 1
  • Total Countries Invested 1
  • M&A Advisors 1

Lido

Lido Advisors LLC

1875 Century Park East, Suite 950,
Los Angeles, California 90067
United States,
(310) 278-8232
www.lidoadvisors.com

Lido is a full-service, independent Registered Investment Advisor (“RIA”) that brings an innovative family office investment approach to grow and safeguard its clients’ wealth and legacies. Lido’s clients include high-net-worth and ultra-high-net-worth individuals, family offices, corporate executives, non-profit organizations, and foundations. Lido was founded in 1999 and is based in Los Angeles, California.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.4/yr) # - - - 1 - 1 2
Sell (0.0/yr) # - - - - - - 0
  2

Most Recent M&A

Company Date Value Type
Avitas Wealth Management LLC 2024-12-10 - Merger
Los Angeles, California · www.avitaswealth.com
Enterprise Trust & Investment Co. 2022-06-14 - Add-on Acquisition
Los Gatos, California · www.enterprise-trust.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 2 (100%) - - -
Total 2 - - -

By Geo

State/Country Buy Value Sell Value
United States 2 - - -
  California 2 - - -
Total 2 - - -

Top M&A Advisors

Legal Deals
Alston & Bird
 1

Company Summary

SECTOR

Business Services

Established

1999

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

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