Private Advisor Group - M&A Summary and Business Overview

Financial ServicesCompany

Private Advisor Group M&A Summary

Private Advisor Group has acquired 1 company, including 1 in the last 5 years.

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

Private Advisor Group Business Overview

Where is Private Advisor Group headquartered?

Private Advisor Group is headquartered in Morristown, New Jersey.

What sector is Private Advisor Group in?

Private Advisor Group is a financial services company.

When was Private Advisor Group founded?

Private Advisor Group was founded in 1997.

M&A Summary

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

Private Advisor Group

Private Advisor Group

65 Madison Ave #300,
Morristown, New Jersey 07960
United States,
(973) 538-7010
www.privateadvisorgroup.com

Private Advisor Group is a financial services firms that leverages its resources to deliver solutions that strive to improve financial outcomes for individual investors and inspire growth, fiduciary adherence, legacy solutions and a client-centric approach for independent financial advisors' practices.


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
Investors Financial Group, LLC 2022-03-16 - Add-on Acquisition
Plymouth, Minnesota · www.ifg-llc.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 - - -
  Minnesota 1 - - -
Total 1 - - -

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