Rockefeller - M&A Summary and Business Overview

Financial ServicesCompany

Rockefeller M&A Summary

Rockefeller has acquired 3 companies, including 2 in the last 5 years.

Rockefeller has acquired in 3 different US states. The Company’s most targeted sectors include financial services (67%) and information technology (34%).

Rockefeller Business Overview

Where is Rockefeller headquartered?

Rockefeller is headquartered in New York, New York.

What sector is Rockefeller in?

Rockefeller is a financial services company.

M&A Summary

  • M&A Total Activity3
    • M&A Buy Activity3
  • Total Sectors Invested 2
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 2
  • M&A Advisors 1

Rockefeller & Co., Inc.

10 Rockefeller Plaza,
New York, New York 10020
United States,
(212) 549-5330
www.rockco.com

Rockefeller & Co., Inc. provides comprehensive investment and wealth management services to a diversified client base of individuals, families and institutions.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.2/yr) # 2 - 1 - - - 3
Sell (0.0/yr) # - - - - - - 0
  3

Most Recent M&A

Company Date Value Type
Whitnell & Co. 2021-01-05 - Divestiture
Oak Brook, Illinois · www.whitnell.com
Financial Clarity, Inc. 2019-09-18 - Add-on Acquisition
Mountain View, California · www.financialclarity.com
Rockit Solutions LLC 2016-01-07 - Add-on Acquisition
Stamford, Connecticut · www.rockitco.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 2 (67%) - - -
Information Technology 1 (33%) - - -
Total 3 - - -

By Geo

State/Country Buy Value Sell Value
United States 3 - - -
  Illinois 1 - - -
  Connecticut 1 - - -
  California 1 - - -
Total 3 - - -

Top M&A Advisors

Legal Deals
Wachtell, Lipton, Rosen & Katz
 2

M&A Connections

Deals
Acquired from
Strategic(s)
33%
1 (33%)

Company Summary

SECTOR

Financial Services

 Subscribe to unlock this and 208,055
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More
1 Week Free Trial Learn More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB

Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.6K Private Equity Firms
  • 201K M&A Transactions
  • 203K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.6K M&A Advisors
    (Investment Banks and Law Firms)
  • 81K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.

Related Lists for Rockefeller

New York Companies , Financial Services Companies , United States Companies , New York Financial Services Companies , New York Financial Services with Acquisitions , New York Financial Services with Divestitures

Related Lists for New York Companies

Largest New York Companies , Acquisitive New York Companies , Recently Acquired New York Companies , Recently Sold New York Companies , Private New York Companies , Public New York Companies , Acquired New York Companies , PE Backed New York Companies

Related Lists for Financial Services Companies

Largest Financial Services Companies , Acquisitive Financial Services Companies , Recently Acquired Financial Services Companies , Recently Sold Financial Services Companies , Private Financial Services Companies , Public Financial Services Companies , Acquired Financial Services Companies , PE Backed Financial Services Companies

Related Lists for United States Companies

Largest United States Companies , Acquisitive United States Companies , Recently Acquired United States Companies , Recently Sold United States Companies , Private United States Companies , Public United States Companies , Acquired United States Companies , PE Backed United States Companies
Mergr

Product

Company

Legal