Stevens Financial Group - M&A Summary and Business Overview

Financial ServicesCompany

Stevens Financial Group M&A Summary

Stevens Financial Group has acquired 1 company. A total of 1 acquisition came from private equity firms. It has also divested 1 asset.

Stevens Financial Group has acquired in 1 US state. The Company’s most targeted sectors include information services (100%).

Stevens Financial Group Business Overview

Where is Stevens Financial Group headquartered?

Stevens Financial Group is headquartered in Macon, Georgia.

What sector is Stevens Financial Group in?

Stevens Financial Group is a financial services company.

M&A Summary

  • M&A Total Activity2
    • M&A Buy Activity1
    • M&A Sell Activity1
  • Total Sectors Invested 1
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 2

Stevens Financial Group

2200 Northside Crossing,
Macon, Georgia 31210
United States,
(478) 550-3460
www.stevensfg.com

Stevens Financial Group offers a wide variety of services from personal planning to business solutions. Company will develop a comprehensive customized financial program and walk through a step-by-step process that will give peace of mind while achieving goals.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 1 - - - - - 1
Sell (0.0/yr) # 1 - - - - - 1
  2

Most Recent M&A

Company Date Value Type
TRAKAmerica 2019-01-01 - Divestiture
Bonita Springs, Florida · www.trakamerica.com
TRAKAmerica 2018-02-13 - Add-on Acquisition
Bonita Springs, Florida · www.trakamerica.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Information Services 1 (100%) - 1 (100%) -
Total 1 - 1 -

By Geo

State/Country Buy Value Sell Value
United States 1 - 1 -
  Florida 1 - 1 -
Total 1 - 1 -

M&A Connections

Deals
Acquired from
Investor(s)
100%
1 (100%)
Divested to
Investor(s)
100%
1 (100%)

Company Summary

SECTOR

Financial Services

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Related Lists for Stevens Financial Group

Georgia Companies , Financial Services Companies , United States Companies , Georgia Financial Services Companies , Georgia Financial Services with Acquisitions , Georgia Financial Services with Divestitures

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Largest Financial Services Companies , Acquisitive Financial Services Companies , Recently Acquired Financial Services Companies , Recently Sold Financial Services Companies , Private Financial Services Companies , Public Financial Services Companies , Acquired Financial Services Companies , PE Backed Financial Services Companies

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