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

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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

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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

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