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  6. United Captial Fiancial Partners Acquires FlexScore

M&A Deal Summary

United Captial Fiancial Partners Acquires FlexScore

On February 19, 2016, United Captial Fiancial Partners acquired financial services company FlexScore

Acquisition Highlights
  • This is United Captial Fiancial Partners’ 1st transaction in the Financial Services sector.
  • This is United Captial Fiancial Partners’ 1st transaction in the United States.
  • This is United Captial Fiancial Partners’ 1st transaction in California.

M&A Deal Summary
Date 2016-02-19
Target FlexScore
Sector Financial Services
Buyer(s) United Captial Fiancial Partners
Deal Type Add-on Acquisition

Target

FlexScore

San Francisco, California, United States
FlexScore is a financial product involved in empowering people to take control over their financial life.

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Buyer(S) 1

Buyer

United Captial Fiancial Partners

Newport Beach, California, United States
Category Company
Sector Financial Services
DESCRIPTION

United Captial Fiancial Partners is a nationwide financial planning firm with over $8 billion in assets. It employs a transformational acquisition strategy that targets small to mid-sized independent RIAs and broker dealers. United Captial Fiancial Partners is based in Newport Beach, California.

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: California M&A 1 of 1
Country: United States M&A 1 of 1
Year: 2016 M&A 1 of 1
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