M&A Deal Summary

Eaton Vance Acquires Water Oak Advisors

On July 1, 2020, Eaton Vance acquired business services company Water Oak Advisors

Acquisition Highlights
  • This is Eaton Vance’s 1st transaction in the Business Services sector.
  • This is Eaton Vance’s 1st transaction in the United States.
  • This is Eaton Vance’s 1st transaction in Florida.

M&A Deal Summary

Date 2020-07-01
Target Water Oak Advisors
Sector Business Services
Buyer(s) Eaton Vance
Deal Type Add-on Acquisition

Target

Water Oak Advisors

Winter Park, Florida, United States
Water Oak Advisors is a wealth management firm that develops and implements customized wealth advisory strategies for individuals, families, and institutions, and guides clients toward thoughtful decisions regarding their overall financial situations.

Search 214,107 Deals Now

SEARCH BY

  • Buyer Type (PE or Strategic)
  • Deal Size ($10M to $10B+)
  • Sector (60 Sectors)
  • Deal Type
  • Geography
  • & More

Try Free

Buyer(S) 1

Buyer

Eaton Vance

Boston, Massachusetts, United States

Category Company
Founded 1924
Sector Financial Services
Employees1,871
Revenue 1.7B USD (2019)
DESCRIPTION

Eaton Vance Corp. provides advanced investment strategies and wealth management solutions to forward-thinking investors around the world. Through principal investment affiliates Eaton Vance Management, Parametric, Atlanta Capital, Calvert, and Hexavest, the Company offers a diversity of investment approaches, encompassing bottom-up and top-down fundamental active management, responsible investing, systematic investing, and customized implementation of client-specified portfolio exposures. Eaton Vance was founded in 1924 and is based in Boston, Massachusetts.


DEAL STATS #
Overall 1 of 1
Sector: Business Services M&A 1 of 1
Type: Add-on Acquisition M&A Deals 1 of 1
State: Florida M&A 1 of 1
Country: United States M&A 1 of 1
Year: 2020 M&A 1 of 1