M&A Deal Summary |
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|---|---|
| Date | 2023-11-01 |
| Target | BDO USA - Wealth Management Business |
| Sector | Business Services |
| Buyer(s) | Choreo |
| Sellers(s) | BDO USA |
| Deal Type | Divestiture |
SEARCH BY
Choreo is a change management consulting firm that transforms workplaces into spaces that foster increased productivity, cost containment and improved effectiveness. Choreo was founded in 2008 and is based in Indianapolis, Indiana.
| DEAL STATS | # |
|---|---|
| Overall | 3 of 3 |
| Sector: Business Services M&A | 2 of 2 |
| Type: Divestiture M&A Deals | 2 of 2 |
| State: Illinois M&A | 1 of 1 |
| Country: United States M&A | 3 of 3 |
| Year: 2023 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-12-12 |
GreerWalker Wealth
Charlotte, North Carolina, United States GreerWalker Wealth is registered as an investment adviser served high net worth individuals and retirement plans with approximately $275 million under management or advisement. GreerWalker Wealth offers to its clients (individuals, high net-worth individuals, pension and profit-sharing plans, charitable organizations, etc.) portfolio management services, financial planning services, financial consulting services, and retirement plan services. GreerWalker Wealth is based in Charlotte, North Carolina. |
Buy | - |
BDO USA LLP is a provider of accounting and financial advisory services.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 1 |
| Sector: Business Services M&A | 1 of 1 |
| Type: Divestiture M&A Deals | 1 of 1 |
| State: Illinois M&A | 1 of 1 |
| Country: United States M&A | 1 of 1 |
| Year: 2023 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-05-01 |
TAXPE
United States TAXPE LLC is a firm focused on the optimization of end-to-end income tax reporting processes for large corporate tax departments. |
Buy | - |
