Pinnacle Holding - M&A Summary and Business Overview

Financial ServicesCompany

Pinnacle Holding M&A Summary

Pinnacle Holding has acquired 1 company.

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

Pinnacle Holding Business Overview

Where is Pinnacle Holding headquartered?

Pinnacle Holding is headquartered in Syracuse, New York.

What sector is Pinnacle Holding in?

Pinnacle Holding is a financial services company.

When was Pinnacle Holding founded?

Pinnacle Holding was founded in 1995.

M&A Summary

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

Pinnacle Holding Co. LLC

507 Plum Street, Suite 120,
Syracuse, New York 13204
United States,
(315) 251-1101
www.pinnacle-llc.com

Pinnacle Holding Co. LLC is one of the largest independent Broker Dealer/RIAs in Central New York. Pinnacle’s success is attributable to its ability to provide a personalized approach to investment management and client service while offering the investment products and protections available at larger financial institutions. Our wide array of services includes financial planning, asset management, traditional brokerage, and employer sponsored retirement plans. Proven investment experience and superior client satisfaction combined with employee ownership has enabled Pinnacle to grow to over 6,000 clients and more than $1.2 billion in assets with offices in Syracuse, Albany, Rochester, Buffalo and Auburn NY as well as Estero, FL, Mansfield, MA and Philadelphia, PA.


M&A Summary

Buy vs Sell

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

Most Recent M&A

Company Date Value Type
Essex Securities LLC 2018-10-29 - Add-on Acquisition
Topsfield, Massachusetts · www.essexsecurities.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 - - -
  Massachusetts 1 - - -
Total 1 - - -

Company Summary

SECTOR

Financial Services

Established

1995

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