Investment Summary |
|
|---|---|
| Date | 2012-12-18 |
| Target | The Rock Creek Group |
| Sector | Financial Services |
| Investor(s) | Wells Fargo |
| Deal Type | Stake Purchase |
| Advisor(s) | Lazard Middle Market (Financial) Sullivan & Cromwell (Legal) |
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| Category | Company |
|---|---|
| Founded | 1852 |
| Sector | Financial Services |
| Employees | 222,544 |
| Revenue | 82.3B USD (2024) |
Wells Fargo is a diversified financial services company that provides retail, commercial and corporate banking services through banking stores and offices, the internet and other distribution channels to individuals, businesses and institutions in all 50 US states, the District of Columbia and in other countries. The company provides other financial services through subsidiaries engaged in various businesses, principally: wholesale banking, mortgage banking, consumer finance, equipment leasing, agricultural finance, commercial finance, securities brokerage and investment banking, insurance agency and brokerage services, computer and data processing services, trust services, investment advisory services, mortgage-backed securities servicing and venture capital investment. Wells Fargo was formed in 1852 and is based in San Francisco, California.
| DEAL STATS | # |
|---|---|
| Overall | 20 of 23 |
| Sector: Financial Services M&A | 17 of 17 |
| Type: Stake Purchase M&A Deals | 1 of 1 |
| State: District of Columbia M&A | 1 of 1 |
| Country: United States M&A | 20 of 23 |
| Year: 2012 M&A | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2012-04-27 |
Merlin Securities
New York, New York, United States Merlin Securities, provides advanced reporting, trading, and operational services to single as well as multi-primed hedge funds, fund of funds and long-only managers. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-07-01 |
Bio-Botanica
Hauppauge, New York, United States Bio-Botanica is a family-owned and operated company, specializing in botanicals. It manufactures 500+ quality botanical extracts for the cosmetic, personal care, pharmaceutical and nutraceutical industries. |
Buy | - |