M&A Deal Summary

Source Advisors Acquires UPTG

On July 12, 2024, Source Advisors acquired business services company UPTG

Acquisition Highlights
  • This is Source Advisors’ 3rd transaction in the Business Services sector.
  • This is Source Advisors’ 2nd transaction in the United States.
  • This is Source Advisors’ 1st transaction in Texas.

M&A Deal Summary
Date 2024-07-12
Target UPTG
Sector Business Services
Buyer(s) Source Advisors
Deal Type Add-on Acquisition

Target

UPTG

Arlington, Texas, United States
UPTG is a professional services company specializing in property tax consulting and financial services. UPTG was founded in 1996 and is based in Arlington, Texas.

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Buyer(S) 1

Buyer

Source Advisors

Fort Worth, Texas, United States
Category Company
Founded 1983
Sector Software
DESCRIPTION

Source Advisors is a specialty tax solutions and software provider focused on the SMB market. Source Advisors was founded in 1983 and is based in Fort Worth, Texas.

DEAL STATS #
Overall 3 of 3
Sector (Business Services) 3 of 3
Type (Add-on Acquisition) 3 of 3
State (Texas) 1 of 1
Country (United States) 2 of 2
Year (2024) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2023-06-05 PMBA

New York, New York, United States

PMBA is a provider of specialty tax services that delivers exceptional and innovative services including federal and state tax advisory services, r&d tax credits, software implementation, and sales tax recovery. PMBA was founded in 2015 and is based in New York City.

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