M&A Deal Summary

Workplace Advisors Acquires Everett Advisory Partners

On March 7, 2019, Workplace Advisors acquired business services company Everett Advisory Partners

Acquisition Highlights
  • This is Workplace Advisors’ 1st transaction in the Business Services sector.
  • This is Workplace Advisors’ 1st transaction in the United States.
  • This is Workplace Advisors’ 1st transaction in Illinois.

M&A Deal Summary

Date 2019-03-07
Target Everett Advisory Partners
Sector Business Services
Buyer(s) Workplace Advisors
Deal Type Add-on Acquisition

Target

Everett Advisory Partners

Chicago, Illinois, United States
Everett Advisory Partners has an extensive track record of providing strategic advice and execution resources for regional and community banks, and investors. The firm has guided more than 30 banks, boards and investor groups through acquisitions, recapitalizations, and restructurings, merger integrations, information technology transformations, core system implementations and regulatory examinations.

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Buyer(S) 1

Buyer

Workplace Advisors

Birmingham, Alabama, United States

Category Company
Founded 2013
Sector Business Services
DESCRIPTION

Workplace Advisors is an advisory firm serving financial service institutions, community and regional banks as well as other businesses. Workplace Advisors LLC was founded by Lisa Narrell-Mead out of a genuine desire to help business leaders of all sizes with problematic workplace challenges.


DEAL STATS #
Overall 1 of 1
Sector: Business Services M&A 1 of 1
Type: Add-on Acquisition M&A Deals 1 of 1
State: Illinois M&A 1 of 1
Country: United States M&A 1 of 1
Year: 2019 M&A 1 of 1