Investment Summary |
|
|---|---|
| Date | 2025-09-01 |
| Target | Gilmore Advisors |
| Sector | Financial Services |
| Investor(s) | Elevate |
| Sellers(s) | Gilmore & Associates |
| Deal Type | Stake Purchase |
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Elevate is a CPA platform that provides capital, operational infrastructure, and strategic support to leading firms. Elevate is based in King of Prussia, Pennsylvania.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 1 |
| Sector: Financial Services M&A | 1 of 1 |
| Type: Stake Purchase M&A Deals | 1 of 1 |
| State: California M&A | 1 of 1 |
| Country: United States M&A | 1 of 1 |
| Year: 2025 M&A | 1 of 1 |
| Category | Company |
|---|---|
| Founded | 1990 |
| Sector | Business Services |
Gilmore & Associates specializes in tax planning and compliance, financial statement audits, nonprofit advisory, construction accounting, business planning, and estate and trust services. Gilmore & Associates was founded in 1990 and is based in San Mateo, California.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 1 |
| Sector: Financial Services M&A | 1 of 1 |
| Type: Stake Purchase M&A Deals | 1 of 1 |
| State: California M&A | 1 of 1 |
| Country: United States M&A | 1 of 1 |
| Year: 2025 M&A | 1 of 1 |
