M&A Deal Summary

Rockefeller & Co. and Fi-Tek Acquire Rockit Solutions

On January 7, 2016, Rockefeller & Co. and Fi-Tek acquired information technology company Rockit Solutions

Acquisition Highlights
  • This is Rockefeller & Co.’s 1st and Fi-Tek’s 1st transaction in the Information Technology sector.
  • This is Rockefeller & Co.’s 1st and Fi-Tek’s 1st transaction in the United States.
  • This is Rockefeller & Co.’s 1st and Fi-Tek’s 1st transaction in Connecticut.

M&A Deal Summary

Date 2016-01-07
Target Rockit Solutions
Sector Information Technology
Buyer(s) Rockefeller & Co.
Fi-Tek
Deal Type Add-on Acquisition

Target

Rockit Solutions

Stamford, Connecticut, United States
Rockit Solutions LLC is a technology-enabled service provider for single- and multi-family offices, investment advisers, private trust companies, and other financial institutions.

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Buyer(S) 2

Buyer

Rockefeller & Co.

New York, New York, United States

Category Company
Sector Financial Services
DESCRIPTION

Rockefeller & Co., Inc. provides comprehensive investment and wealth management services to a diversified client base of individuals, families and institutions.


DEAL STATS #
Overall 1 of 3
Sector: Information Technology M&A 1 of 1
Type: Add-on Acquisition M&A Deals 1 of 2
State: Connecticut M&A 1 of 1
Country: United States M&A 1 of 3
Year: 2016 M&A 1 of 1
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2019-09-18 Financial Clarity

Mountain View, California, United States

Financial Clarity, Inc. is an independent financial services firm. Financial Clarity, Inc. was founded in 1992 and is based in Mountain View, California.

Buy -
Buyer

Fi-Tek

Edison, New Jersey, United States

Category Company
Sector Information Technology
DESCRIPTION

Fi-Tek LLC is a provider of technology platforms and solutions to wealth management and alternative investment firms with a diverse client base that currently consists of financial institutions, including private banks, trust banks, hedge funds and hedge fund administrators, broker/dealers, family offices and RIAs.


DEAL STATS #
Overall 1 of 1
Sector: Information Technology M&A 1 of 1
Type: Add-on Acquisition M&A Deals 1 of 1
State: Connecticut M&A 1 of 1
Country: United States M&A 1 of 1
Year: 2016 M&A 1 of 1