M&A Deal Summary

Quest Acquires CenterPoint CFO

On January 18, 2024, Quest acquired financial services company CenterPoint CFO

Acquisition Highlights
  • This is Quest’s 1st transaction in the Financial Services sector.
  • This is Quest’s 1st transaction in the United States.
  • This is Quest’s 1st transaction in North Carolina.

M&A Deal Summary
Date 2024-01-18
Target CenterPoint CFO
Sector Financial Services
Buyer(s) Quest
Deal Type Add-on Acquisition

Target

CenterPoint CFO

Charlotte, North Carolina, United States
CenterPoint CFO is a boutique financial consulting firm specializing in outsourced CFO and Controller services. CenterPoint CFO is based in Charlotte, North Carolina.

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Buyer(S) 1

Buyer

Quest

Davidson, North Carolina, United States
Category Company
Sector Business Services
DESCRIPTION

Quest is a financial consulting, mergers and acquisitions firm focus on the drivers that will increase business value and personal net worth, including supporting the family's estate and income tax mitigation plans. Quest is based in Davidson, North Carolina.

DEAL STATS #
Overall 1 of 1
Sector (Financial Services) 1 of 1
Type (Add-on Acquisition) 1 of 1
State (North Carolina) 1 of 1
Country (United States) 1 of 1
Year (2024) 1 of 1
Mergr

Product

Company

Legal