Segal Advisors Mergers and Acquisitions Summary

Financial Services Company

Segal Advisors has acquired 2 companies. A total of 1 acquisition came from private equity firms.

Segal Advisors has acquired in 1 US state, and 2 countries. The Company’s most targeted sectors include financial services (100%).

Join Mergr and gain access to Segal Advisors’ M&A summary, the M&A summaries of companies just like it, as well as recent M&A activity in the financial services sector.

M&A Summary

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

Segal Advisors, Inc.

116 Huntington Ave,
Boston, Massachusetts 02116
United States,
+1 617-424-7300
www.segalrc.com

Segal Rogerscasey is a leading global investment solutions firm that provides innovative, client-driven consulting advice and outsourcing solutions. The firm has been in operation for more than 40 years and is one of the largest U.S.-based investment solutions firms. We provide objective, independent investment advice and build implemented platforms without the conflicts associated with directly managing money.


M&A Summary

Buy vs Sell

Year ≤ '16 '17 '18 '19 '20 '21 T
Buy (0.0/yr) # 2 - - - - - 2
Sell (0.0/yr) # - - - - - - 0
  2

Most Recent M&A

Company Date Value Type
Rogerscasey LLC 2012-02-03 - Divestiture
Darien, Connecticut · www.rogerscasey.com
Rogerscasey Canada, Inc. 2012-02-03 - Divestiture
Toronto, Ontario
View All >>

Business Unit M&A

Company Acquired Add-On/Sale Date #
Rogerscasey LLC 2012-02-03 Rogerscasey Canada, Inc. 2012-02-03 1
Darien, Connecticut · www.rogerscasey.com Toronto, Ontario

M&A by Sector

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

By Geo

State/Country Buy Value Sell Value
Canada 1 - - -
  Ontario 1 - - -
United States 1 - - -
  Connecticut 1 - - -
Domestic 1 (50%) - - -
Cross-border 1 (50%) - - -
Total 2 - - -

M&A Connections

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

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