SWBC Ad Valorem Tax Advisors - M&A Summary and Business Overview

Business ServicesCompany

SWBC Ad Valorem Tax Advisors M&A Summary

SWBC Ad Valorem Tax Advisors has acquired 2 companies, including 2 in the last 5 years.

SWBC Ad Valorem Tax Advisors has acquired in 2 different US states. The Company’s most targeted sectors include business services (100%).

SWBC Ad Valorem Tax Advisors Business Overview

Where is SWBC Ad Valorem Tax Advisors headquartered?

SWBC Ad Valorem Tax Advisors is headquartered in San Antonio, Texas.

What sector is SWBC Ad Valorem Tax Advisors in?

SWBC Ad Valorem Tax Advisors is a business services company.

M&A Summary

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

SWBC Ad Valorem Tax Advisors

9311 San Pedro Ave Suite 725,
San Antonio, Texas 78216
United States,
(210) 376-2300
www.swbc.com

SWBC Ad Valorem Tax Advisors is a diversified financial services company, SWBC provides financial institutions, businesses, and individuals a wide range of insurance, mortgages, wealth management, employee benefits, and more. Headquartered in San Antonio, Texas, SWBC has partners and divisions across all 50 states and manages business around the world. No matter how wide its reach, SWBC always listens to its customers’ needs, analyzes their current situations, and recommends customized solutions


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.2/yr) # 1 - - 1 - - 2
Sell (0.0/yr) # - - - - - - 0
  2

Most Recent M&A

Company Date Value Type
AnyHour Solutions LLC 2022-07-13 - Add-on Acquisition
Rockford, Illinois · www.anyhoursolutions.com
Industrial Property Tax Solutions 2019-08-13 - Add-on Acquisition
Boerne, Texas · www.industrialpts.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 - - -
  Texas 1 - - -
  Illinois 1 - - -
Total 2 - - -

Company Summary

SECTOR

Business Services

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Texas Companies , Business Services Companies , United States Companies , Texas Business Services Companies , Texas Business Services with Acquisitions , Texas Business Services with Divestitures

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