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Investment Summary

HBC Investments Exits Retirement Advisors of America

On October 30, 2019, Allworth Financial invested in financial services company Retirement Advisors of America from HBC Investments

Investment Highlights
  • This is Allworth Financial’s 1st transaction in the Financial Services sector.
  • This is Allworth Financial’s 1st transaction in the United States.
  • This is Allworth Financial’s 1st transaction in Texas.

Investment Summary
Date 2019-10-30
Target Retirement Advisors of America
Sector Financial Services
Investor(s) Allworth Financial
Sellers(s) HBC Investments
Deal Type Add-on Acquisition

Target

Retirement Advisors of America

Addison, Texas, United States
Retirement Advisors of America is an independent registered investment advisor, specializing in the unique challenges and goals of airline pilots and their families. The company provides personal solutions for retirement planning, investment management, estate planning, survivor assistance, and insurance guidance.

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Investor(S) 1

Investor

Allworth Financial

Sacramento, California, United States
Category Company
Founded 1993
Sector Financial Services
DESCRIPTION

Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. The company delivers long- and short-term investment planning solutions and advice to help clients achieve goals and plan strategically for retirement. Allworth Financial was formed in 1993 and is based in Sacramento, California.

DEAL STATS #
Overall 1 of 8
Sector: Financial Services M&A 1 of 8
Type: Add-on Acquisition M&A Deals 1 of 8
State: Texas M&A 1 of 1
Country: United States M&A 1 of 8
Year: 2019 M&A 1 of 1
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2020-05-26 Capstone Capital

Cincinnati, Ohio, United States

Capstone Capital specializes in investing and retirement planning for individuals and families in the Cincinnati, Ohio region.

Buy -

Seller(S) 1

SELLER

HBC Investments

Category Family Office
Size Small
Type Sector Agnostic
DESCRIPTION

HBC Investments is a family-backed private investment firm focused on lower middle-market company acquisitions and investments valued from $10 to $50 million. The Firm has a preference for businesses in the Dallas-For Worth metro area where HBC can serve as an active, hands-on investment partner. Prospective investment situations include family business acquisitions, investments to support growth, and corporate divestitures. HBC Investments is based in Dallas, Texas.

DEAL STATS #
Overall 1 of 1
Sector: Financial Services M&A 1 of 1
Type: Add-on Acquisition M&A Deals 1 of 1
State: Texas M&A 1 of 1
Country: United States M&A 1 of 1
Year: 2019 M&A 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2019-06-17 Getka Energy

Tulsa, Oklahoma, United States

Getka Energy is a crude oil logistics provider focused on storage, blending, and terminal solutions, as well as pipeline transportation and market optionality for producers across North America and domestic and international marketers. Getka Energy is based in Tulsa, Oklahoma.

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