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CAPTRUST FINANCIAL ADVISORS

Summary

Capfinancial Partners is a large advisory firm based in Raleigh.

Deals Overview

Total Deals10

Valued Deals1

Total Value£249M

Avg. Deal Size£249M

Market Context

Senior Management

J. Fielding Miller
CEO
Christa Miller
CFO
Taylor Parker
Co-Founder

15 BONHILL STREET, LONDON, EC2A 4DN, UNITED KINGDOM.

Deals (10)

Service Providers

Relationships

Portfolio

Team

Sort

United States

Asset Managers and Custodians

MajorityAcquisitionMergerPrivate

target

Boston Advisors (wealth Management)

bidder

Captrust Financial Advisors

value n/a

2 dealmakers

United States

Asset Managers and Custodians

MinorityAcquisitionPrivate EquityPrivateDomestic

target

Captrust Financial Advisors

bidder

Gtcr

£249m

17 dealmakers

United States

Asset Managers and Custodians

PrivateAcquisitionPrivate EquityMajority

target

Lakeside Wealth Management

bidder

Captrust Financial Advisors

value n/a

2 dealmakers

United States

Asset Managers and Custodians

AcquisitionMajorityPrivate EquityPrivateDomestic

target

Mra Associates

bidder

Captrust Financial Advisors

value n/a

3 dealmakers

United States

Asset Managers and Custodians

MajorityDomesticPrivateAcquisition

target

Pacific Investment Consultants

bidder

Captrust Financial Advisors

value n/a

2 dealmakers

United States

Management Consulting

DomesticMajorityPrivate EquityAcquisitionPrivate

target

Genovese Burford & Brothers Wealth & Retirement Plan Management

bidder

Captrust Financial Advisors

value n/a

5 dealmakers

United States

Diversified Financials

AcquisitionMajorityPrivateDomestic

target

Frontier Wealth Management

bidder

Captrust Financial Advisors

value n/a

8 dealmakers

United States

Diversified Financials

AcquisitionDomesticPrivateMajority

target

Qa Wealth Management

bidder

Captrust Financial Advisors

value n/a

3 dealmakers

United States

Asset Managers and Custodians

DomesticAcquisitionMinorityPrivatePrivate Equity

target

Captrust Financial Advisors

bidder

The Carlyle Group

value n/a

29 dealmakers

United States

Diversified Financials

PrivateAcquisitionDomesticMajority

target

Engrave Wealth Partners

bidder

Captrust Financial Advisors

value n/a

6 dealmakers

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