Investment Summary |
|
|---|---|
| Date | 2019-07-17 |
| Target | AssetMark |
| Sector | Financial Services |
| Sellers(s) | Huatai Securities |
| Deal Type | IPO |
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| Category | Company |
|---|---|
| Founded | 1990 |
| Sector | Financial Services |
| Employees | 15,027 |
| Revenue | 39.1B CNY (2024) |
Huatai Securities is a digital platform and comprehensive service capabilities. Huatai provides services including brokerage and wealth management, investment banking, asset management and investment and trading to retail investors, institutional investors and corporate clients. For the year ended 2015, Huatai was the No. 1 ranked broker by stock and funds trading volume and No. 4 in terms of total assets among Chinese securities companies. Huatai Securities was founded in 1990 and is based in Nanjing, China.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 1 |
| Sector: Financial Services M&A | 1 of 1 |
| Type: IPO M&A Deals | 1 of 1 |
| State: California M&A | 1 of 1 |
| Country: United States M&A | 1 of 1 |
| Year: 2019 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2016-04-11 |
AssetMark
Concord, California, United States AssetMark is a provider of extensive wealth management and technology solutions that power independent financial advisers and their clients. AssetMark provides an end-to-end experience, spanning nearly all elements of an adviser’s engagement with his or her client from initial conversations to ongoing financial planning discussions, including performance reporting and billing. AssetMark is was incorporated in 1996 and is based in Concord, California. |
Buy | - |
