M&A Deal Summary

CapTrust Acquires MRA Associates

On January 7, 2021, CapTrust acquired financial services company MRA Associates

Acquisition Highlights
  • This is CapTrust’s 2nd transaction in the Financial Services sector.
  • This is CapTrust’s 5th transaction in the United States.
  • This is CapTrust’s 1st transaction in Arizona.

M&A Deal Summary
Date 2021-01-07
Target MRA Associates
Sector Financial Services
Buyer(s) CapTrust
Deal Type Add-on Acquisition

Target

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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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 5 of 6
Sector (Financial Services) 2 of 2
Type (Add-on Acquisition) 4 of 5
State (Arizona) 1 of 1
Country (United States) 5 of 6
Year (2021) 1 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2020-06-10 Lakeside Wealth Management Group

Chesterton, Indiana, United States

Lakeside Wealth Management Group provides retirement plan design, investment management, and participant education for institutions and financial planning, retirement goal setting, and legacy planning for wealth management clients. Lakeside Wealth Management was formed in 2004 and is based in Chesterton, Indiana.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2021-08-26 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.

Buy -
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