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M&A Deal Summary

Rockefeller & Co. Acquires Whitnell & Co.

On January 5, 2021, Rockefeller & Co. acquired financial services company Whitnell & Co. from Associated Bank

Acquisition Highlights
  • This is Rockefeller & Co.’s 2nd transaction in the Financial Services sector.
  • This is Rockefeller & Co.’s 3rd transaction in the United States.
  • This is Rockefeller & Co.’s 1st transaction in Illinois.

M&A Deal Summary
Date 2021-01-05
Target Whitnell & Co.
Sector Financial Services
Buyer(s) Rockefeller & Co.
Sellers(s) Associated Bank
Deal Type Divestiture

Target

Whitnell & Co.

Oak Brook, Illinois, United States
Whitnell & Co. provides affluent families across the Midwest with a complete set of multi-family office services centered around financial planning, wealth management, and generational wealth transfer. Whitnell was founded in 1988 and is based in Oak Brook, Illinois.

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Buyer(S) 1

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 3 of 3
Sector: Financial Services M&A 2 of 2
Type: Divestiture M&A Deals 1 of 1
State: Illinois M&A 1 of 1
Country: United States M&A 3 of 3
Year: 2021 M&A 1 of 1
PREVIOUS 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 -

Seller(S) 1

SELLER

Associated Bank

Green Bay, Wisconsin, United States
Category Company
Founded 1861
Sector Financial Services
Employees4,006
Revenue 1.0B USD (2024)
DESCRIPTION

Associated Bank offers a full range of traditional banking services and a variety of other financial products and services. Associated Bank was incorporated in 1861 and is based in Green Bay, Wisconsin.

DEAL STATS #
Overall 2 of 2
Sector: Financial Services M&A 1 of 1
Type: Divestiture M&A Deals 2 of 2
State: Illinois M&A 1 of 1
Country: United States M&A 2 of 2
Year: 2021 M&A 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2020-05-04 Associated Benefits and Risk Consulting

Minnetonka, Minnesota, United States

Associated Benefits and Risk Consulting is a multi-line insurance agency and Midwest-based consulting firm with 400 employees. It is the 36th largest broker of U.S. business providing employee benefits, retirement plans, compliance, business insurance, risk management, and individual insurance solutions.

Sell -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2025-12-01 American National Bank

Omaha, Nebraska, United States

American National Bank offers commercial banking services, including lending, deposit accounts, treasury management, and wealth management solutions, primarily serving businesses and individuals. American National Bank is based in Omaha, Nebraska.

Buy $604M
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