Segal Advisors - M&A Summary and Business Overview

Financial ServicesCompany

Segal Advisors M&A Summary

Segal Advisors has acquired 4 companies, including 2 in the last 5 years. A total of 1 acquisition came from private equity firms.

Segal Advisors has acquired in 3 different US states, and 2 countries. The Company’s most targeted sectors include financial services (50%) and insurance (25%).

Segal Advisors Business Overview

Where is Segal Advisors headquartered?

Segal Advisors is headquartered in Boston, Massachusetts.

What sector is Segal Advisors in?

Segal Advisors is a financial services company.

M&A Summary

  • M&A Total Activity4
    • M&A Buy Activity4
  • Total Sectors Invested 3
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 3

Segal Advisors, Inc.

116 Huntington Ave,
Boston, Massachusetts 02116
United States,
+1 617-424-7300
www.segalrc.com

Segal Rogerscasey is a leading global investment solutions firm that provides innovative, client-driven consulting advice and outsourcing solutions. The firm has been in operation for more than 40 years and is one of the largest U.S.-based investment solutions firms. We provide objective, independent investment advice and build implemented platforms without the conflicts associated with directly managing money.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.4/yr) # 2 - - 2 - - 4
Sell (0.0/yr) # - - - - - - 0
  4

Most Recent M&A

Company Date Value Type
Milliman’s San Francisco Investment Consulting Practice 2022-07-07 - Divestiture
San Francisco, California
Bayview Insurance Group 2022-06-08 - Add-on Acquisition
Traverse City, Michigan · www.bayviewinsagency.com
Rogerscasey LLC 2012-02-03 - Divestiture
Darien, Connecticut · www.rogerscasey.com
Rogerscasey Canada, Inc. 2012-02-03 - Divestiture
Toronto, Ontario
View All >>

Business Unit M&A

Company Acquired Add-On/Sale Date #
Rogerscasey LLC 2012-02-03 Rogerscasey Canada, Inc. 2012-02-03 1
Darien, Connecticut · www.rogerscasey.com Toronto, Ontario

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 2 (50%) - - -
Business Services 1 (25%) - - -
Insurance 1 (25%) - - -
Total 4 - - -

By Geo

State/Country Buy Value Sell Value
United States 3 - - -
  Michigan 1 - - -
  Connecticut 1 - - -
  California 1 - - -
Canada 1 - - -
  Ontario 1 - - -
Domestic 3 (75%) - - -
Cross-border 1 (25%) - - -
Total 4 - - -

M&A Connections

Deals
Acquired from
Investor(s)
25%
1 (25%)
Strategic(s)
50%
2 (50%)

Company Summary

SECTOR

Financial Services

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Massachusetts Companies , Financial Services Companies , United States Companies , Massachusetts Financial Services Companies , Massachusetts Financial Services with Acquisitions , Massachusetts Financial Services with Divestitures

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