Explore All 467 Growth Capital Financial Services Deals - Search the Database Free
Investment Summary |
|
|---|---|
| Date | April 15, 2019 |
| Target | Steward Partners |
| Sector | Financial Services |
| Investor(s) | Cynosure Group |
| Deal Type | Growth Capital |
| Advisor(s) | Goodwin Procter (Legal) |
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The Cynosure Group is an independent alternatives asset manager and advisor that makes long-term investments on behalf of families, foundations, and other like-minded institutions. The Firm has a special interest in founder controlled companies with at least $5 million of EBITDA where the owner is looking for full or partial liquidity. Cynosure will consider both minority and majority positions, and will provide follow-on financing if needed. The Cynosure Group is based in Salt Lake City, Utah with an additional office in New York City.
| Deal Context for Investor | # |
|---|---|
| Overall | 4 of 13 |
| Sector: Financial Services | 4 of 7 |
| Type: Growth Capital | 3 of 12 |
| State: District of Columbia | 1 of 1 |
| Country: United States | 4 of 12 |
| Year: 2019 | 1 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2017-01-01 |
Plancorp
St. Louis, Missouri, United States Plancorp is an independent wealth advisory firm providing comprehensive wealth management services and serving the unique financial needs of over 1,500 clients nationwide. Plancorp was founded in 1983 and is based in St. Louis, Missouri. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-09-09 |
Gold Medal Pools
Lewisville, Texas, United States Gold Medal Pools is a provider of turnkey construction solutions for customized hardscape, outdoor living, and aquatic and pool features in the North Texas market. Gold Medal Pools was founded in 1997 and is based in Lewisville, Texas. |
Buy | - |
