Source Advisors - M&A Summary, Ownership, and Business Overview

SoftwareCompany

Source Advisors M&A Summary

Source Advisors has acquired 2 companies of its own, including 2 in the last 5 years. A total of 1 acquisition came from private equity firms.

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

Source Advisors Ownership

Who owns Source Advisors?

Source Advisors is owned by BV Investment Partners. It was acquired on April 7, 2022.

Is Source Advisors PE-backed?

Yes. Source Advisors is owned by private equity investor BV Investment Partners.

Was Source Advisors formerly PE-backed?

Yes. Source Advisors was formerly owned by 1 private investor.

Source Advisors Business Overview

Where is Source Advisors headquartered?

Source Advisors is headquartered in Fort Worth, Texas.

What sector is Source Advisors in?

Source Advisors is a software company.

When was Source Advisors founded?

Source Advisors was founded in 1983.

M&A Summary

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

Source Advisors

Source Advisors

4150 International Plaza, Suite 650,
Fort Worth, Texas 76109
United States,
(817) 732-5494
www.sourceadvisors.com

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.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.4/yr) # - - - - 2 - 2
Sell (0.0/yr) # - - - - - - 0
  2

Most Recent M&A

Company Date Value Type
PMBA LLC 2023-06-05 - Add-on Acquisition
New York, New York · www.pmba.com
Government Grant & Tax Consultants Ltd. 2023-04-03 - Add-on Acquisition
Hertfordshire, United Kingdom · www.govgrant.co.uk
View All >>

M&A by Sector

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

By Geo

State/Country Buy Value Sell Value
United Kingdom 1 - - -
United States 1 - - -
  New York 1 - - -
Domestic 1 (50%) - - -
Cross-border 1 (50%) - - -
Total 2 - - -

Top M&A Advisors

Financial Deals
District Capital Partners LLC
1

M&A Connections

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

 Subscribe to unlock this and 201,688
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB


Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.5K Private Equity Firms
  • 193K M&A Transactions
  • 197K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.6K M&A Advisors
    (Investment Banks and Law Firms)
  • 75K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.