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  6. One Seven Acquires College Funding Evolution

M&A Deal Summary

One Seven Acquires College Funding Evolution

On May 17, 2021, One Seven acquired business services company College Funding Evolution

Acquisition Highlights
  • This is One Seven’s 1st transaction in the Business Services sector.
  • This is One Seven’s 1st transaction in the United States.
  • This is One Seven’s 1st transaction in Ohio.

M&A Deal Summary
Date 2021-05-17
Target College Funding Evolution
Sector Business Services
Buyer(s) One Seven
Deal Type Add-on Acquisition

Target

College Funding Evolution

Ohio, United States
College Funding Evolution was founded as a turn-key urgency-based marketing system designed to meet the needs of advisors looking to re-invigorate and/or jumpstart their careers in financial services.

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Buyer(S) 1

Buyer

One Seven

Beachwood, Ohio, United States
Category Company
Sector Business Services
DESCRIPTION

One Seven is a registered investment advisory (RIA) firm that offers their financial advisors who join their RIA everything they need to manage and grow their practice, including coaching, 401(k) sales and service, investment management, planning support, finance, billing, legal, compliance, technology, operations, marketing and more.

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: Ohio M&A 1 of 1
Country: United States M&A 1 of 1
Year: 2021 M&A 1 of 1
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