Wunderlich Securities - M&A Summary, Ownership, and Business Overview

Financial ServicesCompany

Wunderlich Securities M&A Summary

Wunderlich Securities has acquired 2 companies of its own.

Wunderlich Securities has acquired in 2 different US states. The Company’s most targeted sectors include financial services (100%).

Wunderlich Securities Ownership

Who owns Wunderlich Securities?

Wunderlich Securities is owned by B. Riley Financial. It was acquired on May 18, 2017.

Was Wunderlich Securities formerly PE-backed?

Yes. Wunderlich Securities was formerly owned by 1 private investor.

Wunderlich Securities Business Overview

Where is Wunderlich Securities headquartered?

Wunderlich Securities is headquartered in Memphis, Tennessee.

How many employees does Wunderlich Securities have?

Wunderlich Securities has 450 employees.

What sector is Wunderlich Securities in?

Wunderlich Securities is a financial services company.

M&A Summary

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

Wunderlich Securities, Inc.

6000 Poplar Avenue, Suite 150,
Memphis, Tennessee 38119
United States,
(901) 251-1330
www.wunderlichonline.com

Wunderlich Securities, Inc. offers comprehensive wealth management services to individuals, families, corporations and non-profit organizations.


M&A Summary

Buy vs Sell

Year ≤ '10 '11 '12 '13 '14 '15 T
Buy (0.4/yr) # - - - - - 2 2
Sell (0.0/yr) # - - - - - - 0
  2

Most Recent M&A

Company Date Value Type
Fiduciary Financial Services of the Southwest, Inc. 2015-05-01 - Add-on Acquisition
Dallas, Texas · www.ffss.net
Dominick & Dominick LLC 2015-01-23 - Add-on Acquisition
New York, New York · www.dominickanddominick.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 1 - - -
  New York 1 - - -
Total 2 - - -

Top M&A Advisors

Financial Deals
Keefe, Bruyette, & Woods, Inc.
 1

Company Summary

SECTOR

Financial Services

Revenue

117   2017
(millions of USD)

Employees

450

Former Name

Wunderlich Investment Company, Inc.

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