M&A Deal Summary |
|
|---|---|
| Date | 2019-02-13 |
| Target | Securities Operations Forum |
| Sector | Financial Services |
| Buyer(s) | TABB Group |
| Sellers(s) | The Summit Group |
| Deal Type | Divestiture |
SEARCH BY
| Category | Company |
|---|---|
| Founded | 2003 |
| Sector | Financial Services |
TABB Group is a financial markets research and strategic advisory firm focused on capital markets. Founded in 2003 and based on the methodology of first-person knowledge, TABB Group analyzes and quantifies the investing value chain from the fiduciary, investment manager, broker, exchange and custodian, as well as the operations that support them. Our goal is to help senior business leaders gain a truer understanding of financial markets issues and trends, and develop with them a workable roadmap and approach to the future so they can grow their business.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 1 |
| Sector: Financial Services M&A | 1 of 1 |
| Type: Divestiture M&A Deals | 1 of 1 |
| State: New York M&A | 1 of 1 |
| Country: United States M&A | 1 of 1 |
| Year: 2019 M&A | 1 of 1 |
The Summit Group has a twenty-year history of success in project management and systems implementation and has considerable breadth and depth of talent. We have a core of experienced professionals with diverse skills that can be supplemented by our affiliates and contractors, as needed. TSG has assisted a wide variety of firms with their systems integration projects and in supporting the concepts of Straight Through Processing. With a client list that includes many of the top firms in the industry, we primarily serve the financial services industry and have had experience in supporting various municipalities and technology companies. We have extensive domestic and international experience in numerous leading banking and securities processing activities.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 2 |
| Sector: Financial Services M&A | 1 of 1 |
| Type: Divestiture M&A Deals | 1 of 2 |
| State: New York M&A | 1 of 1 |
| Country: United States M&A | 1 of 2 |
| Year: 2019 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-11-09 |
The Summit Group Communications
Salt Lake City, Utah, United States The Summit Group Communications is a full-service marketing, communications and advertising agency that provides world-class strategies and solutions to increase engagement, exposure, revenue, and business growth opportunities for its clients. The Summit Group Communications is based in Salt Lake City, Utah. |
Sell | - |