United Captial Fiancial Partners - M&A Summary, Ownership, and Business Overview

Financial ServicesCompany

United Captial Fiancial Partners M&A Summary

United Captial Fiancial Partners has acquired 1 company of its own.

United Captial Fiancial Partners has acquired in 1 US state. The Company’s most targeted sectors include financial services (100%).

United Captial Fiancial Partners Ownership

Who owns United Captial Fiancial Partners?

United Captial Fiancial Partners is owned by Goldman Sachs Merchant Banking. It was acquired on May 16, 2019.

Is United Captial Fiancial Partners PE-backed?

Yes. United Captial Fiancial Partners is owned by private equity investor Goldman Sachs Merchant Banking.

Was United Captial Fiancial Partners formerly PE-backed?

Yes. United Captial Fiancial Partners was formerly owned by 1 private investor.

United Captial Fiancial Partners Business Overview

Where is United Captial Fiancial Partners headquartered?

United Captial Fiancial Partners is headquartered in Newport Beach, California.

What sector is United Captial Fiancial Partners in?

United Captial Fiancial Partners is a financial services company.

M&A Summary

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

United Captial Fiancial Partners, Inc.

500 Newport Center Drive, 2nd Floor ,
Newport Beach, California 92660
United States,
(949) 999-8500
www.unitedcp.com

United Captial Fiancial Partners, Inc. is a nationwide financial planning firm with over $8 billion in assets. It employs a transformational acquisition strategy that targets small to mid-sized independent RIAs and broker dealers.


M&A Summary

Buy vs Sell

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

Most Recent M&A

Company Date Value Type
FlexScore 2016-02-19 - Add-on Acquisition
San Francisco, California · www.flexscore.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
United States 1 - - -
  California 1 - - -
Total 1 - - -

Company Summary

SECTOR

Financial Services

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