McShane Partners - Ownership and Business Overview

Financial ServicesCompany

McShane Partners Ownership

Who owns McShane Partners?

McShane Partners is owned by Waverly Advisors. It was acquired on April 9, 2024.

McShane Partners Business Overview

Where is McShane Partners headquartered?

McShane Partners is headquartered in Charlotte, North Carolina.

What sector is McShane Partners in?

McShane Partners is a financial services company.

When was McShane Partners founded?

McShane Partners was founded in 1985.

Financial Services M&A Summary in 2024

Out of 60 sectors in the Mergr database, financial services ranked 11 in number of deals in 2024. The largest financial services acquisition in 2024 was Discover Financial Services - which was acquired by Capital One Financial for $35.3B.

Join Mergr to view all 45 acquisitions of financial services companies in 2024, including 3 acquisitions by private equity firms, and 42 by strategics.

McShane Partners

McShane Partners

2150 Park Drive,
Charlotte, North Carolina 28204
United States,
(980) 585-3390
www.mcshanepartners.com

McShane Partners offers a boutique approach to investment management, wealth advisory, and financial planning, with a holistic engagement of each client's financial goals, needs, and risk tolerances. McShane Partners is based in Charlotte, North Carolina.


Company Summary

SECTOR

Financial Services

Established

1985

Subsidiary of

Waverly Advisors

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