Investment Summary

Valeas Capital Partners Invests In Sequoia

On October 19, 2022, private equity firm Valeas Capital Partners invested in financial services company Sequoia

Investment Highlights
  • This is Valeas Capital Partners’ 1st transaction in the Financial Services sector.
  • This is Valeas Capital Partners’ 2nd transaction in the United States.
  • This is Valeas Capital Partners’ 1st transaction in Ohio.

Investment Summary
Date 2022-10-19
Target Sequoia
Sector Financial Services
Investor(s) Valeas Capital Partners
Deal Type Stake Purchase

Target

Sequoia

Akron, Ohio, United States
Sequoia provides wealth management, asset management, and financial planning services to a range of clients from individuals to family offices. Sequoia was founded in 1991 and is based in Akron, Ohio.

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Investor(S) 1

Investor

Valeas Capital Partners

Investor Investor Investor Investor Investor

Category Private Equity Firm
Founded 2021
Size Small
Type Sector Agnostic
DESCRIPTION

DEAL STATS #
Overall 2 of 4
Sector (Financial Services) 1 of 1
Type (Stake Purchase) 1 of 1
State (Ohio) 1 of 1
Country (United States) 2 of 4
Year (2022) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2021-12-01 CINQCARE

Washington, District of Columbia, United States

CINQCARE is a physician-led, next-generation, value-based care (“VBC”) provider focused on caring for underserved Black and Brown Family Members at home and in their communities. CINQCARE is based in Washington, District of Columbia.

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FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2023-07-26 Ren

Indianapolis, Indiana, United States

Ren is an independent philanthropic solutions provider in North America. Ren is a provider of Donor Advised Funds (“DAF”) software and managed services to financial advisors at the largest US financial institutions. Ren delivers custom solutions that include tax expertise, accounting support and impeccable client service, through its’ proprietary cloud computing technology. Ren was founded in 1987 and is based in Indianapolis, Indiana.

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Mergr

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