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Cover Image SAGEVIEW ADVISORY GROUP
SAGEVIEW ADVISORY GROUP

SAGEVIEW ADVISORY GROUP

Deals Overview

Total Deals4
Valued Deals0
Total Value-
Avg. Deal Size-

Market Context

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05 Jan 2021|United States|Asset Managers and Custodians
Sageview Advisory Group
Aquiline Capital Partners

Target: SAGEVIEW ADVISORY GROUP

Bidder: AQUILINE CAPITAL PARTNERS LLC

6 Service Providers

3 Target | 3 Bidder

7 Dealmakers

2 Target | 5 Bidder

n/a

Value

18 Jan 2022|United States|Asset Managers and Custodians
Capital One Investing
Sageview Advisory Group

Target: CAPITAL ONE INVESTING

Bidder: SAGEVIEW ADVISORY GROUP

6 Service Providers

3 Bidder | 3 Vendor

11 Dealmakers

3 Bidder | 8 Vendor

n/a

Value

21 Jun 2022|United States|Financial Data and Systems
Summit Financial Consultants Of Westlake Village
Sageview Advisory Group

Target: SUMMIT FINANCIAL CONSULTANTS OF WESTLAKE VILLAGE

Bidder: SAGEVIEW ADVISORY GROUP

3 Service Providers

2 Target | 1 Bidder

5 Dealmakers

2 Target | 3 Bidder

n/a

Value

12 Oct 2022|United States|Asset Managers and Custodians
Lakeview Wealth Management
Sageview Advisory Group

Target: LAKEVIEW WEALTH MANAGEMENT

Bidder: SAGEVIEW ADVISORY GROUP

2 Service Providers

1 Target | 1 Bidder

4 Dealmakers

2 Target | 2 Bidder

n/a

Value

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