M&A Deal Summary |
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Date | 2023-11-29 |
Target | TouchFuse |
Sector | Digital Media |
Buyer(s) | White Glove |
Deal Type | Merger |
Advisor(s) | Lincoln International (Financial) |
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White Glove is a digital marketing company that provides marketing support, guidance, social media management and educational seminar planning for professionals in the finance, insurance, legal and real estate industries. White Glove was established in 2015 and is based in Birmingham, Michigan.
DEAL STATS | # |
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Overall | 2 of 3 |
Sector (Digital Media) | 1 of 2 |
Type (Merger) | 1 of 1 |
State (Florida) | 1 of 1 |
Country (United States) | 2 of 3 |
Year (2023) | 1 of 1 |
DATE | TARGET | DEAL TYPE | VALUE |
---|---|---|---|
2021-10-13 |
Gainfully
San Francisco, California, United States Gainfully is an open marketing platform for financial services that helps mutual fund and insurance companies connect with advisors and help advisors get more clients. The company's app platform delivers branded marketing content and campaigns to advisors in a completely SEC/FINRA-compliant channel, supporting their business across social, email, mobile, and more while giving their sponsoring companies unprecedented data insights into advisors and clients. It provides a content distribution engine to the financial services industry that enables product manufacturers (asset managers + insurance carriers), broker-dealers, and distributors to compliantly support the retail-client facing intermediary (financial advisors and insurance agents) at scale. Gainfully was formed in 2015 and is based in San Francisco, California. |
Buy | - |
DATE | TARGET | DEAL TYPE | VALUE |
---|---|---|---|
2024-09-23 |
AcquireUp
Troy, Michigan, United States AcquireUp specializes in technology-first, data-led seminar marketing. AcquireUp offerings include lead-generating educational and meal-based seminars, prospect nurturing, and client engagement solutions, designed to remove the stress from marketing and free up financial professionals' time to build meaningful relationships with clients and skyrocket their business growth. AcquireUp is based in Troy, Michigan. |
Buy | - |