Siebert Financial - M&A Summary and Business Overview

Financial ServicesCompany

Siebert Financial M&A Summary

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

Siebert Financial’s largest acquisition to date was in 2017, when it acquired StockCross Financial Services for $16M. Siebert Financial has acquired in 3 different US states. The Company’s most targeted sectors include financial services (67%) and business services (34%).

Siebert Financial Business Overview

Where is Siebert Financial headquartered?

Siebert Financial is headquartered in New York, New York.

What is Siebert Financial’s revenue?

Siebert Financial disclosed revenue of 68M USD for 2021 and 55M USD for 2020.

How many employees does Siebert Financial have?

Siebert Financial has 125 employees.

What sector is Siebert Financial in?

Siebert Financial is a financial services company.

When was Siebert Financial founded?

Siebert Financial was founded in 1934.

M&A Summary

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

Siebert Financial

Siebert Financial Corp.

120 Wall Street,
New York, New York 10005
United States,
(212) 644-2400
www.siebertnet.com

Siebert Financial is a holding company that conducts its retail discount brokerage business through its wholly-owned subsidiary, Muriel Siebert & Co., Inc. The company conducts its investment advisory business through its wholly-owned subsidiary, Siebert AdvisorNXT, Inc., a registered investment advisor, and its insurance business through its wholly-owned subsidiary, Park Wilshire Companies Inc., a licensed insurance agency. Siebert’s fourth wholly-owned subsidiary, KCA Technologies, LLC, is a developer of robo-advisory technology. Siebert is headquartered in New York City with 13 retail branches throughout the continental U.S. Siebert Financial was founded in 1934 and is based in New York, New York.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.2/yr) # 2 - 1 - - - 3
vol $16M $16M
Sell (0.0/yr) # - - - - - - 0
  3

Most Recent M&A

Company Date Value Type
Tigress Financial Partners LLC 2021-03-02 - Stake Purchase
New York, New York · www.tigressfp.com
Weeden Prime Services LLC 2019-10-01 - Add-on Acquisition
Greenwich, Connecticut · www.weedenprime.com
StockCross Financial Services, Inc. 2017-06-26 16M USD Add-on Acquisition
Beverly Hills, California · www.stockcross.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 2 (67%) 16M (100%) - -
Business Services 1 (33%) - - -
Total 3 $16M - -

By Geo

State/Country Buy Value Sell Value
United States 3 16M - -
  New York 1 - - -
  Connecticut 1 - - -
  California 1 16M - -
Total 3 $16M - -

Deal Values

buy # Total
< $100M 1 $16M
TOTAL $16M
Largest StockCross Financial Services, Inc.
$16M (2017-06-26)

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