Source Advisors - M&A Summary, Ownership, and Business Overview

SoftwareCompany

Source Advisors M&A Summary

Source Advisors has acquired 3 companies of its own, including 3 in the last 5 years. A total of 1 acquisition came from private equity firms.

Source Advisors has acquired in 2 different US states, and 2 countries. The Company’s most targeted sectors include business services (100%).

Source Advisors Ownership

Who owns Source Advisors?

Source Advisors is owned by BV Investment Partners. It was acquired on April 7, 2022.

Is Source Advisors PE-backed?

Yes. Source Advisors is owned by private equity investor BV Investment Partners.

Was Source Advisors formerly PE-backed?

Yes. Source Advisors was formerly owned by 1 private investor.

Source Advisors Business Overview

Where is Source Advisors headquartered?

Source Advisors is headquartered in Fort Worth, Texas.

What sector is Source Advisors in?

Source Advisors is a software company.

When was Source Advisors founded?

Source Advisors was founded in 1983.

M&A Summary

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

Source Advisors

Source Advisors

4150 International Plaza, Suite 650,
Fort Worth, Texas 76109
United States,
(817) 732-5494
www.sourceadvisors.com

Source Advisors is a specialty tax solutions and software provider focused on the SMB market. Source Advisors was founded in 1983 and is based in Fort Worth, Texas.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.6/yr) # - - - - 2 1 3
Sell (0.0/yr) # - - - - - - 0
  3

Most Recent M&A

Company Date Value Type
United Paramount Tax Group 2024-07-12 - Add-on Acquisition
Arlington, Texas · www.uptg.com
PMBA LLC 2023-06-05 - Add-on Acquisition
New York, New York · www.pmba.com
Government Grant & Tax Consultants Ltd. 2023-04-03 - Add-on Acquisition
Hertfordshire, United Kingdom · www.govgrant.co.uk
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Business Services 3 (100%) - - -
Total 3 - - -

By Geo

State/Country Buy Value Sell Value
United States 2 - - -
  Texas 1 - - -
  New York 1 - - -
United Kingdom 1 - - -
Domestic 2 (67%) - - -
Cross-border 1 (33%) - - -
Total 3 - - -

Top M&A Advisors

Financial Deals
District Capital Partners
1

M&A Connections

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

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