Waverly Advisors - M&A Summary and Business Overview

Financial ServicesCompany

Waverly Advisors M&A Summary

Waverly Advisors has acquired 7 companies, including 7 in the last 5 years.

Waverly Advisors has acquired in 5 different US states. The Company’s most targeted sectors include financial services (58%) and business services (43%).

Waverly Advisors Business Overview

Where is Waverly Advisors headquartered?

Waverly Advisors is headquartered in Birmingham, Alabama.

What sector is Waverly Advisors in?

Waverly Advisors is a financial services company.

When was Waverly Advisors founded?

Waverly Advisors was founded in 1999.

M&A Summary

  • M&A Total Activity7
    • M&A Buy Activity7
  • Total Sectors Invested 2
  • Total Countries Invested 1

Waverly Advisors

Waverly Advisors, LLC

600 University Park Place,
Birmingham, Alabama 35209
United States,
ww.waverly-advisors.com

Waverly Advisors is a fee-only registered investment adviser that serves the investment management and wealth planning needs of a diverse group of clients, including high-net-worth individuals and families, corporate retirement plans, trusts, endowments and institutions. Waverly Advisors was formed in 1999 and is based in Birmingham, Alabama.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (1.4/yr) # - - - 1 2 4 7
Sell (0.0/yr) # - - - - - - 0
  7

Most Recent M&A

Company Date Value Type
River Capital Advisors LC 2024-07-23 - Add-on Acquisition
Jacksonville, Florida · www.rcawealth.com
Derbend Asset Management 2024-05-21 - Add-on Acquisition
Peachtree City, Georgia · www.derbend.com
McShane Partners 2024-04-09 - Add-on Acquisition
Charlotte, North Carolina · www.mcshanepartners.com
StrategIQ Financial Group LLC 2024-01-03 - Add-on Acquisition
Merrillville, Indiana · www.sfgweb.com
Prosper Financial Advisers 2023-11-14 - Add-on Acquisition
St. Petersburg, Florida · www.alwaysfeeonly.com
Rainsberger Wealth Advisors 2023-10-24 - Add-on Acquisition
Colorado Springs, Colorado · www.rainswealth.com
Wall Advisors, Inc. 2022-12-05 - Add-on Acquisition
Lakeland, Florida · www.wall-advisors.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 4 (57%) - - -
Business Services 3 (43%) - - -
Total 7 - - -

By Geo

State/Country Buy Value Sell Value
United States 7 - - -
  Florida 3 - - -
  North Carolina 1 - - -
  Indiana 1 - - -
  Georgia 1 - - -
  Colorado 1 - - -
Total 7 - - -

Company Summary

SECTOR

Financial Services

Established

1999

 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 Waverly Advisors

Alabama Companies , Financial Services Companies , United States Companies , Alabama Financial Services Companies , Alabama Financial Services with Acquisitions , Alabama Financial Services with Divestitures

Related Lists for Alabama Companies

Largest Alabama Companies , Acquisitive Alabama Companies , Recently Acquired Alabama Companies , Recently Sold Alabama Companies , Private Alabama Companies , Public Alabama Companies , Acquired Alabama Companies , PE Backed Alabama 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