Explore All 10010 Add-on Acquisition Business Services Deals - Search the Database Free
M&A Deal Summary |
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|---|---|
| Date | August 26, 2021 |
| Target | Ellwood Associates |
| Sector | Business Services |
| Buyer(s) | CapTrust |
| Deal Type | Add-on Acquisition |
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| Category | Company |
|---|---|
| Founded | 1997 |
| Sector | Business Services |
| Employees | 700 |
CapTrust is an independent registered investment advisor. It has clients in all 50 states and provides investment advisory, asset management, and planning services to thousands of affluent private clients and institutional investors such as retirement plan fiduciaries, endowments, foundations, and religious entities. CapTrust was founded in 1997 and is based in Raleigh, North Carolina.
| Deal Context for Buyer | # |
|---|---|
| Overall | 6 of 6 |
| Sector: Business Services | 4 of 4 |
| Type: Add-on Acquisition | 5 of 5 |
| State: Illinois | 1 of 1 |
| Country: United States | 6 of 6 |
| Year: 2021 | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-01-07 |
MRA Associates
Phoenix, Arizona, United States MRA Associates is a provider of investment advisory, wealth management, and tax consulting for private clients and institutions. MRA Associates was founded in 1991 and is based in Phoenix, Arizona. |
Buy | - |
