M&A Deal Summary |
|
|---|---|
| Date | 2024-05-21 |
| Target | Derbend Asset Management |
| Sector | Business Services |
| Buyer(s) | Waverly Advisors |
| Deal Type | Add-on Acquisition |
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| Category | Company |
|---|---|
| Founded | 1999 |
| Sector | Financial Services |
Waverly Advisors is a fee-only registered investment adviser that serves the investment management and wealth planning needs of a diverse group of clients, including high-net-worth individuals and families, corporate retirement plans, trusts, endowments and institutions. Waverly Advisors was formed in 1999 and is based in Birmingham, Alabama.
| DEAL STATS | # |
|---|---|
| Overall | 6 of 8 |
| Sector (Business Services) | 2 of 3 |
| Type (Add-on Acquisition) | 6 of 8 |
| State (Georgia) | 1 of 1 |
| Country (United States) | 6 of 8 |
| Year (2024) | 3 of 5 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-04-09 |
McShane Partners
Charlotte, North Carolina, United States McShane Partners offers a boutique approach to investment management, wealth advisory, and financial planning, with a holistic engagement of each client's financial goals, needs, and risk tolerances. McShane Partners is based in Charlotte, North Carolina. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-07-23 |
River Capital
Jacksonville, Florida, United States River Capital is an investment advisory firm. River Capital was founded in 1998 and is headquartered in Jacksonville, Florida. |
Buy | - |
