1. Home >
  2. M&A >
  3. Add-on Acquisition >
  4. United States >
  5. Sage Path Financial Advisors Acquires Bruce D. Chambers Financial

M&A Deal Summary

Sage Path Financial Advisors Acquires Bruce D. Chambers Financial

On January 21, 2021, Sage Path Financial Advisors acquired business services company Bruce D. Chambers Financial

Acquisition Highlights
  • This is Sage Path Financial Advisors’ 1st transaction in the Business Services sector.
  • This is Sage Path Financial Advisors’ 1st transaction in the United States.

M&A Deal Summary
Date 2021-01-21
Target Bruce D. Chambers Financial
Sector Business Services
Buyer(s) Sage Path Financial Advisors
Deal Type Add-on Acquisition

Target

Bruce D. Chambers Financial

United States
Chambers Financial offered tax preparation, tax planning, bookkeeping, estate, and trust taxes for many decades in the Saint Augustine area.

Search 214,557 Deals Now

SEARCH BY

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

Try Free

Buyer(S) 1

Buyer

Sage Path Financial Advisors

Neptune Beach, Florida, United States
Category Company
Sector Business Services
DESCRIPTION

Sage Path Financial Advisors is a provider of financial advice and guidance. Sage Path helps improve all elements of financial life, whenever, however, customer need it.

DEAL STATS #
Overall 1 of 1
Sector: Business Services M&A 1 of 1
Type: Add-on Acquisition M&A Deals 1 of 1
Country: United States M&A 1 of 1
Year: 2021 M&A 1 of 1
Mergr

Solution for

Product

Company

Legal