M&A Deal Summary

Red Oak Compliance Solutions Acquires SiteQuest Compliance

On March 5, 2024, Red Oak Compliance Solutions acquired software company SiteQuest Compliance

Acquisition Highlights
  • This is Red Oak Compliance Solutions’ 1st transaction in the Software sector.
  • This is Red Oak Compliance Solutions’ 1st transaction in the United States.
  • This is Red Oak Compliance Solutions’ 1st transaction in Utah.

M&A Deal Summary
Date 2024-03-05
Target SiteQuest Compliance
Sector Software
Buyer(s) Red Oak Compliance Solutions
Deal Type Add-on Acquisition

Target

SiteQuest Compliance

St. George, Utah, United States
SiteQuest Compliance is a full-service compliance monitoring/surveillance software firm specializing in website and internet monitoring and surveillance for numerous large brokers/dealers nationwide. SiteQuest Compliance is based in St. George, Utah.

Search 201,429 Deals Now

SEARCH BY

  • Buyer Type (PE or Strategic)
  • Deal Size ($10M to $10B+)
  • Sector (60 Sectors)
  • Deal Type
  • Geography
  • & More

Try For Free 7-Day Free Trial

Buyer(S) 1

Buyer

Red Oak Compliance Solutions

Cedar Park, Texas, United States
Category Company
Sector Software
DESCRIPTION

Red Oak Compliance Solutions is the global advertising review software serving financial services and insurance industries with over 1,800 firms globally, ranging from single-state advisors to over half of the top 20 asset managers. Their flagship advertising compliance review software offers quick implementation timelines and agile technology that is 100% Books and Records/WORM compliant. Red Oak Compliance Solutions is based in Cedar Park, Texas.

DEAL STATS #
Overall 1 of 1
Sector (Software) 1 of 1
Type (Add-on Acquisition) 1 of 1
State (Utah) 1 of 1
Country (United States) 1 of 1
Year (2024) 1 of 1
Mergr

Product

Company

Legal