Rockefeller - M&A Summary and Business Overview

Financial ServicesCompany

Rockefeller M&A Summary

Rockefeller has acquired 3 companies, including 2 in the last 5 years.

Rockefeller has acquired in 3 different US states. The Company’s most targeted sectors include financial services (67%) and information technology (34%).

Rockefeller Business Overview

Where is Rockefeller headquartered?

Rockefeller is headquartered in New York, New York.

What sector is Rockefeller in?

Rockefeller is a financial services company.

M&A Summary

  • M&A Total Activity3
    • M&A Buy Activity3
  • Total Sectors Invested 2
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 2
  • M&A Advisors 1

Rockefeller & Co., Inc.

10 Rockefeller Plaza,
New York, New York 10020
United States,
(212) 549-5330
www.rockco.com

Rockefeller & Co., Inc. provides comprehensive investment and wealth management services to a diversified client base of individuals, families and institutions.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.2/yr) # 2 - 1 - - - 3
Sell (0.0/yr) # - - - - - - 0
  3

Most Recent M&A

Company Date Value Type
Whitnell & Co. 2021-01-05 - Divestiture
Oak Brook, Illinois · www.whitnell.com
Financial Clarity, Inc. 2019-09-18 - Add-on Acquisition
Mountain View, California · www.financialclarity.com
Rockit Solutions LLC 2016-01-07 - Add-on Acquisition
Stamford, Connecticut · www.rockitco.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 2 (67%) - - -
Information Technology 1 (33%) - - -
Total 3 - - -

By Geo

State/Country Buy Value Sell Value
United States 3 - - -
  Illinois 1 - - -
  Connecticut 1 - - -
  California 1 - - -
Total 3 - - -

Top M&A Advisors

Legal Deals
Wachtell, Lipton, Rosen & Katz
 2

M&A Connections

Deals
Acquired from
Strategic(s)
33%
1 (33%)

Company Summary

SECTOR

Financial Services

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