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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£ 249 M

Avg. Deal Size£ 249 M

Market Context

Senior Management

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

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09 Oct 2019|United States|Asset Managers and Custodians

Target: BOSTON ADVISORS (WEALTH MANAGEMENT)

Bidder: CAPTRUST FINANCIAL ADVISORS

2 Service Providers

1 Target | 1 Bidder

2 Dealmakers

1 Target | 1 Bidder

n/a

Value

02 Jun 2020|United States|Asset Managers and Custodians

Target: CAPTRUST FINANCIAL ADVISORS

Bidder: GTCR LLC

6 Service Providers

3 Target | 3 Bidder

17 Dealmakers

8 Target | 9 Bidder

£ 249 M

Value

10 Jun 2020|United States|Asset Managers and Custodians

Target: LAKESIDE WEALTH MANAGEMENT

Bidder: CAPTRUST FINANCIAL ADVISORS

2 Service Providers

1 Target | 1 Bidder

2 Dealmakers

1 Target | 1 Bidder

n/a

Value

07 Jan 2021|United States|Asset Managers and Custodians

Target: MRA ASSOCIATES

Bidder: CAPTRUST FINANCIAL ADVISORS

3 Service Providers

1 Target | 2 Bidder

3 Dealmakers

1 Target | 2 Bidder

n/a

Value

01 Apr 2021|United States|Asset Managers and Custodians

Target: PACIFIC INVESTMENT CONSULTANTS

Bidder: CAPTRUST FINANCIAL ADVISORS

2 Service Providers

1 Target | 1 Bidder

2 Dealmakers

1 Target | 1 Bidder

n/a

Value

03 Feb 2021|United States|Management Consulting

Target: GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEMENT LLC

Bidder: CAPTRUST FINANCIAL ADVISORS

3 Service Providers

2 Target | 1 Bidder

5 Dealmakers

4 Target | 1 Bidder

n/a

Value

26 Jul 2022|United States|Diversified Financials

Target: FRONTIER WEALTH MANAGEMENT

Bidder: CAPTRUST FINANCIAL ADVISORS

3 Service Providers

1 Target | 2 Bidder

8 Dealmakers

1 Target | 7 Bidder

n/a

Value

24 Apr 2023|United States|Diversified Financials

Target: QA WEALTH MANAGEMENT

Bidder: CAPTRUST FINANCIAL ADVISORS

3 Service Providers

2 Target | 1 Bidder

3 Dealmakers

2 Target | 1 Bidder

n/a

Value

19 Sep 2023|United States|Asset Managers and Custodians

Target: CAPTRUST FINANCIAL ADVISORS

Bidder: THE CARLYLE GROUP

8 Service Providers

3 Target | 3 Bidder | 2 Vendor

29 Dealmakers

1 Target | 25 Bidder | 3 Vendor

n/a

Value

18 Jan 2024|United States|Diversified Financials

Target: ENGRAVE WEALTH PARTNERS

Bidder: CAPTRUST FINANCIAL ADVISORS

3 Service Providers

1 Target | 2 Bidder

6 Dealmakers

6 Bidder

n/a

Value

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