M&A Deal Summary

The PFM Group Acquires Scott Balice Strategies

On May 16, 2011, The PFM Group acquired financial services company Scott Balice Strategies

Acquisition Highlights
  • This is The PFM Group’s 1st transaction in the Financial Services sector.
  • This is The PFM Group’s 1st transaction in the United States.
  • This is The PFM Group’s 1st transaction in Illinois.

M&A Deal Summary

Date 2011-05-16
Target Scott Balice Strategies
Sector Financial Services
Buyer(s) The PFM Group
Deal Type Add-on Acquisition

Target

Scott Balice Strategies

Chicago, Illinois, United States
Scott Balice Strategies LLC is a provider of financial advisory services.

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Buyer(S) 1

Buyer

The PFM Group

Philadelphia, Pennsylvania, United States

Category Company
Founded 1975
Sector Financial Services
DESCRIPTION

The PFM Group is a financial services firm providing advisory services to governmental and nonprofit institutions throughout the United States. PFM Group?s service offerings includes financial advisory, structured products, strategic consulting, investment management and investment consulting.


DEAL STATS #
Overall 1 of 1
Sector: Financial Services M&A 1 of 1
Type: Add-on Acquisition M&A Deals 1 of 1
State: Illinois M&A 1 of 1
Country: United States M&A 1 of 1
Year: 2011 M&A 1 of 1