M&A Deal Summary

CapTrust Acquires Ellwood Associates

On August 26, 2021, CapTrust acquired business services company Ellwood Associates

Acquisition Highlights
  • This is CapTrust’s 4th transaction in the Business Services sector.
  • This is CapTrust’s 6th transaction in the United States.
  • This is CapTrust’s 1st transaction in Illinois.

M&A Deal Summary
Date 2021-08-26
Target Ellwood Associates
Sector Business Services
Buyer(s) CapTrust
Deal Type Add-on Acquisition

Target

Ellwood Associates

Chicago, Illinois, United States
Ellwood Associates is an independent investment consultancy that provides a range of services that address the investment needs of corporations, endowments, foundations, health care institutions, and high net worth individuals and families. Ellwood Associates was formed in 1977 and is based in Chicago, Illinois.

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Buyer(S) 1

Buyer

CapTrust

Raleigh, North Carolina, United States
Category Company
Founded 1997
Sector Business Services
Employees700
DESCRIPTION

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 STATS #
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
PREVIOUS DEAL
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.

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