M&A Deal Summary |
|
|---|---|
| Date | 2019-01-29 |
| Target | COR Clearing |
| Sector | Financial Services |
| Buyer(s) | Axos Financial |
| Sellers(s) | St. Cloud Capital |
| Deal Type | Add-on Acquisition |
| Advisor(s) | Moelis & Co. (Financial) |
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| Category | Company |
|---|---|
| Founded | 1999 |
| Sector | Financial Services |
| Employees | 1,781 |
| Revenue | 1.1B USD (2024) |
Axos Financial is a diversified financial services company that provides financing for single and multifamily residential properties, small-to-medium-size businesses in target sectors, and selected specialty finance receivables. Axos Financial was founded in 1999 and is headquartered in Las Vegas, Nevada.
| DEAL STATS | # |
|---|---|
| Overall | 2 of 4 |
| Sector: Financial Services M&A | 2 of 4 |
| Type: Add-on Acquisition M&A Deals | 2 of 3 |
| State: Nebraska M&A | 1 of 1 |
| Country: United States M&A | 2 of 4 |
| Year: 2019 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-10-24 |
WiseBanyan Holding
New York, New York, United States WiseBanyan Holding, Inc. is a provider of personal financial and investment management services through a proprietary technology platform. Established in 2013 with the goal of providing the tools and education for clients to reach their financial goals, regardless of their starting point, WiseBanyan provides an intuitive and user-friendly technology platform for individuals to manage their finances and create custom investment portfolios tailored to meet their life goals |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-04-20 |
ETrade
New York City, New York, United States E*TRADE Financial Corp. is a financial services company that provides online brokerage, investing, and related banking solutions. E*TRADE Financial was founded in 1982 and is based in New York, New York. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2001 |
| PE ASSETS | 700M USD |
| Size | Middle-Market |
| Type | Sector Agnostic |
St. Cloud Capital is an investment firm that invests in lower middle-market private and public companies. The Firm provides both debt and equity capital financing. St. Cloud targets well-managed, undervalued companies with successful products or services, proven technologies, and market niches. It looks to invest $5 to $20 million per transaction in companies with revenue of $10 to $150 million. Prospective transactions types include recapitalizations, buyouts, and growth capital financing. St Cloud Capital was formed in 2001 and is based in Los Angeles, California.
| DEAL STATS | # |
|---|---|
| Overall | 11 of 14 |
| Sector: Financial Services M&A | 1 of 1 |
| Type: Add-on Acquisition M&A Deals | 4 of 6 |
| State: Nebraska M&A | 1 of 1 |
| Country: United States M&A | 11 of 14 |
| Year: 2019 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-09-11 |
Apple Montessori Schools
Fairfield, New Jersey, United States Apple Montessori Schools is a provider of U.S. Montessori school systems offering high-quality educational programs for children ages 6 weeks to 12 years. Apple offers Infant, Toddler, Preschool/Kindergarten, and Elementary School programs, along with Summer Camp, Before & After School, and Core Enrichment programs. Apple Montessori Schools was established in 1972 and is based in Fairfield, New Jersey. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-02-12 |
JibJab
Los Angeles, California, United States JibJab is an independent provider of social expression content through branded satires, eCards, and messages. JibJab's products enable millions of people to create and share personalized videos to celebrate holidays, capture moments, or just share hilarious greetings. JibJab was established in 1999 and is based in Los Angeles, California. |
Buy | - |
