Monterey Financial Services - M&A Summary and Business Overview

Financial ServicesCompany

Monterey Financial Services M&A Summary

Monterey Financial Services has acquired 1 company, including 1 in the last 5 years.

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

Monterey Financial Services Business Overview

Where is Monterey Financial Services headquartered?

Monterey Financial Services is headquartered in Oceanside, California.

What sector is Monterey Financial Services in?

Monterey Financial Services is a financial services company.

M&A Summary

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

Monterey Financial Services

Monterey Financial Services, Inc.

4095 Avenida De La Plata,
Oceanside, California 92056
United States,
(760) 639-3500
www.montereyfinancial.com

Monterey Financial Services is a full-service receivables management and finance company that empowers every business with the ability to optimize their sales growth and cash recovery. Monterey Financial Services has forged a reputation for unparalleled customer service, developing tailor-made capital solutions for businesses selling products and services to consumers. Solutions are built to fit clients' requirements, whether they bundle Monterey services together or use what appeals to their specific needs. With services such as consumer finance, rent-to-own financing, loan servicing, custodial services, and delinquent debt collections, clients have the opportunity to profit from consumer receivables of all credit classifications and all stages of the receivables life cycle. Monterey Financial Services is based in Oceanside, 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
Continental Central Credit, Inc. 2021-09-07 - Add-on Acquisition
Carlsbad, California
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 - - -
  California 1 - - -
Total 1 - - -

Company Summary

SECTOR

Financial Services

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