7
Total deals
$62.9M
Total value
$62.9M
Avg deal
$62.9M
Largest
| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
I
IFG Investment & Mortgage Services
IFG Investment & Mortgage Services is distributes financial products and service…
|
2014-03-06 | Acquisition | Complete | — | Deal → |
| 2 |
Moore Management
Moore Management, along with 7 brands that were part of the former SGG Group, ha…
|
2012-11-16 | Acquisition | Complete | — | Deal → |
| 3 |
James Hay Partnership
James Hay Partnership is a platform for retirement wealth planning, and one of t…
|
2010-01-01 | Acquisition | Complete | $62.9M | Deal → |
| 4 |
N
Nameridge
Nameridge is as PSL Consulting is a consulting firm offering management, adminis…
|
2008-10-06 | Acquisition | Complete | — | Deal → |
| 5 |
G
Gestinor AG
Gestinor AG is a specialist financial services company providing fiduciary, trus…
|
2007-04-20 | Acquisition | Complete | — | Deal → |
| 6 |
I
IPS Actuarial Services
IPS Actuarial Services is a financial company providing a range of actuary servi…
|
2002-04-10 | Acquisition | Complete | — | Deal → |
| 7 |
G
Goldstone Financial Services
Goldstone Financial Services provides insurance.
|
2001-01-08 | Acquisition | Complete | — | Deal → |