Financial Services Company
Succession Advisory Services has acquired 4 companies, including 2 in the last 5 years.
Succession Advisory Services’ largest acquisition to date was in 2016, when it acquired Caledonia Financial Planning for $4M. The Company’s most targeted sectors include business services (50%) and financial services (50%).
Join Mergr and gain access to Succession Advisory Services’ M&A summary, the M&A summaries of companies just like it, as well as recent M&A activity in the financial services sector.
M&A Total Activity4
- M&A Buy Activity4
- Total Sectors Invested 2
- Total Countries Invested 1