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  6. Covenant Multifamily Offices Acquires One Advocate Group

M&A Deal Summary

Covenant Multifamily Offices Acquires One Advocate Group

On January 20, 2021, Covenant Multifamily Offices acquired financial services company One Advocate Group

Acquisition Highlights
  • This is Covenant Multifamily Offices’ 1st transaction in the Financial Services sector.
  • This is Covenant Multifamily Offices’ 1st transaction in the United States.
  • This is Covenant Multifamily Offices’ 1st transaction in Texas.

M&A Deal Summary
Date 2021-01-20
Target One Advocate Group
Sector Financial Services
Buyer(s) Covenant Multifamily Offices
Deal Type Add-on Acquisition

Target

One Advocate Group

San Antonio, Texas, United States
One Advocate Group is a financial planning and investment advisory firm focus on creating goal-based financial plans built from a solid understanding of clients’ current situation, financial goals, hopes, and dreams. One Advocate Group is based in San Antonio, Texas.

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Buyer(S) 1

Buyer

Covenant Multifamily Offices

San Antonio, Texas, United States
Category Company
Founded 2010
Sector Financial Services
DESCRIPTION

Covenant Multifamily Offices LLC provides personally tailored financial guidance rooted in the key tenants of Lifestyle. The covenant team sets out each day to unburden individuals and families from the daily cares of financial management in order to empower them to pursue their passions and interests. Covenant Multifamily Offices was founded in 2010 and is based in San Antonio, Texas.

DEAL STATS #
Overall 1 of 1
Sector: Financial Services M&A 1 of 1
Type: Add-on Acquisition M&A Deals 1 of 1
State: Texas M&A 1 of 1
Country: United States M&A 1 of 1
Year: 2021 M&A 1 of 1
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