M&A Deal Summary |
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Date | 2024-07-12 |
Target | UPTG |
Sector | Business Services |
Buyer(s) | Source Advisors |
Deal Type | Add-on Acquisition |
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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 | # |
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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 |
DATE | TARGET | DEAL TYPE | VALUE |
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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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