M&A Deal Summary |
|
|---|---|
| Date | 2025-08-14 |
| Target | Cap Strat |
| Sector | Financial Services |
| Buyer(s) | SageView Advisory |
| Deal Type | Add-on Acquisition |
| Advisor(s) | Turkey Hill Management (Financial) Hogan Lovells (Legal) |
SEARCH BY
| Category | Company |
|---|---|
| Founded | 1989 |
| Sector | Business Services |
SageView Advisory is an independent SEC-registered investment advisor (RIA) that advises its clients on over $170 billion in assets, representing more than 1,700 institutions and over 6,000 households. SageView Advisory was formed in 1989 and is based in Newport Beach, California.
| DEAL STATS | # |
|---|---|
| Overall | 4 of 4 |
| Sector: Financial Services M&A | 1 of 1 |
| Type: Add-on Acquisition M&A Deals | 4 of 4 |
| State: Illinois M&A | 2 of 2 |
| Country: United States M&A | 4 of 4 |
| Year: 2025 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-12-04 |
OnTrack 401
Frederick, Maryland, United States OnTrack 401(k) is a registered investment advisor with $400 million in Assets Under Advisement (AUA) and provides retirement plan consulting services to over 90 institutions. OnTrack 401(k) is based in Frederick, Maryland. |
Buy | - |
