M&A Deal Summary

Arete Wealth Acquires Center Street Securities

On March 31, 2021, Arete Wealth acquired financial services company Center Street Securities

Acquisition Highlights
  • This is Arete Wealth’s 1st transaction in the Financial Services sector.
  • This is Arete Wealth’s 1st transaction in the United States.
  • This is Arete Wealth’s 1st transaction in Tennessee.

M&A Deal Summary
Date 2021-03-31
Target Center Street Securities
Sector Financial Services
Buyer(s) Arete Wealth
Deal Type Add-on Acquisition

Target

Center Street Securities

Nashville, Tennessee, United States
Center Street Securities is an operator of securities broker-dealer and registered investment advisor. Center Street is able to offer an extensive range of investment products and securities to investors. Center Street Securities was founded in 1990 and is based in Nashville, Tennessee.

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Buyer(S) 1

Buyer

Arete Wealth

Chicago, Illinois, United States
Category Company
Founded 2007
Sector Financial Services
DESCRIPTION

Arete Wealth is an operator of an independent broker-dealer, registered investment advisor, and insurance firm. Arete Wealth has guided advisors and high-net-worth investors through alternative investment access, investment banking, private equity programs, and other traditional financial planning. Arete Wealth was founded in 2007 and is based in Chicago, Illinois.

DEAL STATS #
Overall 1 of 1
Sector (Financial Services) 1 of 1
Type (Add-on Acquisition) 1 of 1
State (Tennessee) 1 of 1
Country (United States) 1 of 1
Year (2021) 1 of 1
Mergr

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