M&A Deal Summary

Apex Acquires Phases

On March 2, 2023, Apex acquired business services company Phases

Acquisition Highlights
  • This is Apex’s 1st transaction in the Business Services sector.
  • This is Apex’s 1st transaction in the United States.
  • This is Apex’s 1st transaction in Colorado.

M&A Deal Summary
Date 2023-03-02
Target Phases
Sector Business Services
Buyer(s) Apex
Deal Type Add-on Acquisition
Advisor(s) SDR Ventures (Financial)

Target

Phases

Colorado Springs, Colorado, United States
Phases provide individuals and small businesses with comprehensive financial services including tax filing, accounting, business management, and more. The Company has been committed to delivering high-quality, customizable financial solutions while offering exceptional customer service to its 1,750+ clients throughout Colorado. Phases was formed in 1987 and is based in Colorado Springs, Colorado.

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Buyer(S) 1

Buyer

Apex

Littleton, Colorado, United States
Category Company
Sector Business Services
DESCRIPTION

Apex is a full-service Certified Public Accounting firm that provides accounting and tax services throughout the Rocky Mountain Region. Apex is based in Littleton, Colorado.

DEAL STATS #
Overall 1 of 1
Sector (Business Services) 1 of 1
Type (Add-on Acquisition) 1 of 1
State (Colorado) 1 of 1
Country (United States) 1 of 1
Year (2023) 1 of 1
Mergr

Product

Company

Legal