M&A Deal Summary

BALANCE Acquires Center for Financial Health

On February 27, 2019, BALANCE acquired software company Center for Financial Health

Acquisition Highlights
  • This is BALANCE’s 1st transaction in the Software sector.
  • This is BALANCE’s 1st transaction in the United States.
  • This is BALANCE’s 1st transaction in Michigan.

M&A Deal Summary

Date 2019-02-27
Target Center for Financial Health
Sector Software
Buyer(s) BALANCE
Deal Type Add-on Acquisition

Target

Center for Financial Health

Lansing, Michigan, United States
Center for Financial Health is a provider of tools to make smart financial and housing decisions. Center for Financial Health is based in Lansing, Michigan.

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Buyer(S) 1

Buyer

BALANCE

Concord, California, United States

Category Company
Sector Business Services
DESCRIPTION

BALANCE is a HUD-approved financial services organization provides financial independence through debt reduction, homeownership, and improved money management skills.


DEAL STATS #
Overall 1 of 1
Sector: Software M&A 1 of 1
Type: Add-on Acquisition M&A Deals 1 of 1
State: Michigan M&A 1 of 1
Country: United States M&A 1 of 1
Year: 2019 M&A 1 of 1