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  6. FOLIOfn Acquires First Affirmative Financial Network

M&A Deal Summary

FOLIOfn Acquires First Affirmative Financial Network

On November 1, 2016, FOLIOfn acquired business services company First Affirmative Financial Network

Acquisition Highlights
  • This is FOLIOfn’s 1st transaction in the Business Services sector.
  • This is FOLIOfn’s 1st transaction in the United States.
  • This is FOLIOfn’s 1st transaction in Colorado.

M&A Deal Summary
Date 2016-11-01
Target First Affirmative Financial Network
Sector Business Services
Buyer(s) FOLIOfn
Deal Type Add-on Acquisition

Target

First Affirmative Financial Network

Colorado Springs, Colorado, United States
First Affirmative Financial Network LLC is a registered investment advisor firms specializing in sustainable, responsible, impact (SRI) investing. First Affirmative serves clients through a nationwide network of investment professionals who rely on the firm's deep expertise and broad knowledge of the nuances of a portfolio design process that is aimed at achieving the client's financial goals while positively impacting our world.

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Buyer(S) 1

Buyer

FOLIOfn

McLean, Virginia, United States
Category Company
Founded 1999
Sector Business Services
DESCRIPTION

FOLIOfn, Inc. is a provider of consulting services for financial industry.

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: Colorado M&A 1 of 1
Country: United States M&A 1 of 1
Year: 2016 M&A 1 of 1
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