Investment Summary |
|
|---|---|
| Date | 2025-12-15 |
| Target | DayMark Wealth Partners |
| Sector | Financial Services |
| Investor(s) | CWC |
| Deal Type | Stake Purchase |
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CWC provides flexible, long-term capital solutions, and strategic advisory support to scaled wealth management platforms. CWC is based in Chicago, Illinois.
| DEAL STATS | # |
|---|---|
| Overall | 2 of 2 |
| Sector: Financial Services M&A | 1 of 1 |
| Type: Stake Purchase M&A Deals | 1 of 1 |
| State: Ohio M&A | 1 of 1 |
| Country: United States M&A | 2 of 2 |
| Year: 2025 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-05-24 |
Lido
Los Angeles, California, United States Lido is a full-service, independent Registered Investment Advisor that brings an innovative family office investment approach to grow and safeguard its clients’ wealth and legacies. Lido’s clients include high-net-worth and ultra-high-net-worth individuals, family offices, corporate executives, non-profit organizations, and foundations. Lido was founded in 1999 and is based in Los Angeles, California. |
Buy | - |
