Private Client Resources - M&A Summary and Business Overview

Information TechnologyCompany

Private Client Resources M&A Summary

Private Client Resources has acquired 1 company, including 1 in the last 5 years.

The Company’s most targeted sectors include business services (100%).

Private Client Resources Business Overview

Where is Private Client Resources headquartered?

Private Client Resources is headquartered in Wilton, Connecticut.

What sector is Private Client Resources in?

Private Client Resources is an information technology company.

When was Private Client Resources founded?

Private Client Resources was founded in 2002.

M&A Summary

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

Private Client Resources

Private Client Resources LLC

187 Danbury Road,
Wilton, Connecticut 06897
United States,
(203) 762-9006
www.pcrinsights.com

Private Client Resources is a financial technology company that provides automated, scalable data aggregation solutions to the wealth management sector. Private Client Resources was established in 2002 and is based in Wilton, Connecticut.


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
CheckTech B.V. 2020-12-07 - Add-on Acquisition
London, United Kingdom · www.check6wealth.com
View All >>

M&A by Sector

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

By Geo

State/Country Buy Value Sell Value
United Kingdom 1 - - -
Total 1 - - -

Company Summary

SECTOR

Information Technology

Established

2002

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