Waverly Advisors - M&A Summary and Business Overview

Financial ServicesCompany

Waverly Advisors M&A Summary

Waverly Advisors has acquired 5 companies, including 5 in the last 5 years.

Waverly Advisors has acquired in 4 different US states. The Company’s most targeted sectors include financial services (80%) and business services (20%).

Waverly Advisors Business Overview

Where is Waverly Advisors headquartered?

Waverly Advisors is headquartered in Birmingham, Alabama.

What sector is Waverly Advisors in?

Waverly Advisors is a financial services company.

When was Waverly Advisors founded?

Waverly Advisors was founded in 1999.

M&A Summary

  • M&A Total Activity5
    • M&A Buy Activity5
  • Total Sectors Invested 2
  • Total Countries Invested 1

Waverly Advisors

Waverly Advisors, LLC

600 University Park Place,
Birmingham, Alabama 35209
United States,
ww.waverly-advisors.com

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.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (1.0/yr) # - - - 1 2 2 5
Sell (0.0/yr) # - - - - - - 0
  5

Most Recent M&A

Company Date Value Type
McShane Partners 2024-04-09 - Add-on Acquisition
Charlotte, North Carolina · www.mcshanepartners.com
StrategIQ Financial Group LLC 2024-01-03 - Add-on Acquisition
Merrillville, Indiana · www.sfgweb.com
Prosper Financial Advisers 2023-11-14 - Add-on Acquisition
St. Petersburg, Florida · www.alwaysfeeonly.com
Rainsberger Wealth Advisors 2023-10-24 - Add-on Acquisition
Colorado Springs, Colorado · www.rainswealth.com
Wall Advisors, Inc. 2022-12-05 - Add-on Acquisition
Lakeland, Florida · www.wall-advisors.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 4 (80%) - - -
Business Services 1 (20%) - - -
Total 5 - - -

By Geo

State/Country Buy Value Sell Value
United States 5 - - -
  Florida 2 - - -
  North Carolina 1 - - -
  Indiana 1 - - -
  Colorado 1 - - -
Total 5 - - -

Company Summary

SECTOR

Financial Services

Established

1999

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Alabama Companies , Financial Services Companies , United States Companies , Alabama Financial Services Companies , Alabama Financial Services with Acquisitions , Alabama Financial Services with Divestitures

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