SageView Advisory Group - M&A Summary and Business Overview

Business ServicesCompany

SageView Advisory Group M&A Summary

SageView Advisory Group has acquired 2 companies, including 2 in the last 5 years.

SageView Advisory Group has acquired in 2 different US states. The Company’s most targeted sectors include business services (100%).

SageView Advisory Group Business Overview

Where is SageView Advisory Group headquartered?

SageView Advisory Group is headquartered in Newport Beach, California.

What sector is SageView Advisory Group in?

SageView Advisory Group is a business services company.

When was SageView Advisory Group founded?

SageView Advisory Group was founded in 1989.

M&A Summary

  • M&A Total Activity2
    • M&A Buy Activity2
  • Total Sectors Invested 1
  • Total Countries Invested 1

SageView Advisory Group

SageView Advisory Group LLC

4000 MacArthur Blv Suite 1050,
Newport Beach, California 92660
United States,
(800) 814-8742
www.sageviewadvisory.com

SageView Advisory Group is an independent SEC Registered Investment Advisor (RIA) that advises its clients on over $170 billion in assets, representing more than 1,700 institutions and over 6,000 households. SageView Advisory Group was formed in 1989 and is based in Newport Beach, California.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.4/yr) # - - - 1 - 1 2
Sell (0.0/yr) # - - - - - - 0
  2

Most Recent M&A

Company Date Value Type
Palmer Retirement Consulting 2024-01-11 - Add-on Acquisition
Fort Wayne, Indiana · www.palmerretirement.com
Lakeview Wealth Management 2022-10-12 - Add-on Acquisition
Deer Park, Illinois · www.lakeviewwm.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Business Services 2 (100%) - - -
Total 2 - - -

By Geo

State/Country Buy Value Sell Value
United States 2 - - -
  Indiana 1 - - -
  Illinois 1 - - -
Total 2 - - -

Company Summary

SECTOR

Business Services

Established

1989

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