Smith Financial - M&A Summary and Business Overview

Financial ServicesCompany

Smith Financial M&A Summary

Smith Financial has acquired 1 company, including 1 in the last 5 years.

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

Smith Financial Business Overview

Where is Smith Financial headquartered?

Smith Financial is headquartered in Mooresville, North Carolina.

What sector is Smith Financial in?

Smith Financial is a financial services company.

M&A Summary

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

Smith Financial

Smith Financial Corp.

107 Kilson Dr #102,
Mooresville, North Carolina 28117
United States,
(704) 663-7040
www.smithfinancialnc.com

Smith Financial is a financial services firm dedicated to helping clients build wealth and protect their hard-earned assets. Smith Financial serves the needs of business owners and key executives, as well as many individuals and families. Smith Financial offers a full suite of products and services to meet your wealth strategy needs and insurance protection. Smith Financial is based in Mooresville, North Carolina.


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
Home Capital Group, Inc. 2022-11-21 - Add-on Acquisition
Toronto, Ontario · www.homecapital.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
Canada 1 - - -
  Ontario 1 - - -
Total 1 - - -

Company Summary

SECTOR

Financial Services

 Subscribe to unlock this and 207,390
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
  • 200K 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 Smith Financial

North Carolina Companies , Financial Services Companies , United States Companies , North Carolina Financial Services Companies , North Carolina Financial Services with Acquisitions , North Carolina Financial Services with Divestitures

Related Lists for North Carolina Companies

Largest North Carolina Companies , Acquisitive North Carolina Companies , Recently Acquired North Carolina Companies , Recently Sold North Carolina Companies , Private North Carolina Companies , Public North Carolina Companies , Acquired North Carolina Companies , PE Backed North Carolina 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