Explore All 3084 Add-on Acquisition Financial Services Deals - Search the Database Free
M&A Deal Summary |
|
|---|---|
| Date | August 14, 2025 |
| Target | Cap Strat |
| Sector | Financial Services |
| Buyer(s) | SageView Advisory |
| Deal Type | Add-on Acquisition |
| Advisor(s) | Turkey Hill Management (Financial) Hogan Lovells (Legal) |
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| 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 Context for Buyer | # |
|---|---|
| Overall | 4 of 4 |
| Sector: Financial Services | 1 of 1 |
| Type: Add-on Acquisition | 4 of 4 |
| State: Illinois | 2 of 2 |
| Country: United States | 4 of 4 |
| Year: 2025 | 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 | - |
