Rogerscasey - M&A Summary, Ownership, and Business Overview

Financial ServicesCompany

Rogerscasey M&A Summary

Rogerscasey has acquired 1 company of its own. A total of 1 acquisition came from private equity firms. It has also divested 1 asset.

The Company’s most targeted sectors include financial services (100%).

Rogerscasey Ownership

Who owns Rogerscasey?

Rogerscasey is owned by Segal Advisors. It was acquired on February 3, 2012.

Rogerscasey Business Overview

Where is Rogerscasey headquartered?

Rogerscasey is headquartered in Darien, Connecticut.

What sector is Rogerscasey in?

Rogerscasey is a financial services company.

M&A Summary

  • M&A Total Activity2
    • M&A Buy Activity1
    • M&A Sell Activity1
  • Total Sectors Invested 1
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 2

Rogerscasey

Rogerscasey LLC

One Parklands Drive,
Darien, Connecticut 06820
United States,
(203) 656-5900
www.rogerscasey.com

Investment research and pension consulting $20 million expansion and incremental acquisition financing.


M&A Summary

Buy vs Sell

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

Most Recent M&A

Company Date Value Type
Rogerscasey Canada, Inc. 2012-02-03 - Divestiture
Toronto, Ontario
Rogerscasey Canada, Inc. 2008-07-02 - Add-on Acquisition
Toronto, Ontario
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 1 (100%) - 1 (100%) -
Total 1 - 1 -

By Geo

State/Country Buy Value Sell Value
Canada 1 - 1 -
  Ontario 1 - 1 -
Total 1 - 1 -

M&A Connections

Deals
Acquired from
Investor(s)
100%
1 (100%)
Divested to
Strategic(s)
100%
1 (100%)

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