M&A Deal Summary |
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Date | 2024-07-23 |
Target | River Capital |
Sector | Business Services |
Buyer(s) | Waverly Advisors |
Deal Type | Add-on Acquisition |
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Category | Company |
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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 | # |
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Overall | 7 of 7 |
Sector (Business Services) | 3 of 3 |
Type (Add-on Acquisition) | 7 of 7 |
State (Florida) | 3 of 3 |
Country (United States) | 7 of 7 |
Year (2024) | 4 of 4 |
DATE | TARGET | DEAL TYPE | VALUE |
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2024-05-21 |
Derbend Asset Management
Peachtree City, Georgia, United States Derbend Asset Management is an investment advisory business based in Peachtree City, Georgia. |
Buy | - |