Westwood Holdings Group - M&A Summary and Business Overview

Financial ServicesCompany

Westwood Holdings Group M&A Summary

Westwood Holdings Group has acquired 2 companies, including 1 in the last 5 years. A total of 1 acquisition came from private equity firms.

Westwood Holdings Group has acquired in 1 US state. The Company’s most targeted sectors include financial services (100%).

Westwood Holdings Group Business Overview

Where is Westwood Holdings Group headquartered?

Westwood Holdings Group is headquartered in Dallas, Texas.

What is Westwood Holdings Group’s revenue?

Westwood Holdings Group disclosed revenue of 90M USD for 2023 and 69M USD for 2022.

How many employees does Westwood Holdings Group have?

Westwood Holdings Group has 145 employees.

What sector is Westwood Holdings Group in?

Westwood Holdings Group is a financial services company.

When was Westwood Holdings Group founded?

Westwood Holdings Group was founded in 1983.

M&A Summary

  • M&A Total Activity2
    • M&A Buy Activity2
  • Total Sectors Invested 1
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 1

Westwood Holdings Group

Westwood Holdings Group, Inc.

200 Crescent Court, Suite 1200,
Dallas, Texas 75201
United States,
(214) 756-6900
www.westwoodgroup.com

Westwood Holdings Group is a provider of investment management services to institutional investors, private wealth clients and financial intermediaries. Westwood Holdings Group was founded in 1983 and is based in Dallas, Texas.


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
Salient Partners LP 2022-05-26 - Add-on Acquisition
Houston, Texas · www.salientpartners.com
Woodway Financial Advisors, Inc. 2015-04-01 - Add-on Acquisition
Houston, Texas · www.woodwayfinancial.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 2 (100%) - - -
Total 2 - - -

By Geo

State/Country Buy Value Sell Value
United States 2 - - -
  Texas 2 - - -
Total 2 - - -

M&A Connections

Deals
Acquired from
Investor(s)
50%
1 (50%)

Company Summary

SECTOR

Financial Services

Revenue

90   31% 2023
69   6% 2022
73   13% 2021
65   23% 2020
84   32% 2019
122   9% 2018
134   9% 2017
123   7% 2016
131   16% 2015
113   25% 2014
91   19% 2013
77   2012
(millions of USD) Show More Show Less

Employees

145

Established

1983

Public

NYSE: WHG

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