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SAGEVIEW ADVISORY GROUP

Deals Overview

Total Deals4

Valued Deals0

Total Value-

Avg. Deal Size-

Market Context

Senior Management

Randy Long
Founder and Principal
Jon Upham
Principal
Jim Dario
Head of Wealth Management Practice

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05 Jan 2021|United States|Asset Managers and Custodians

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

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

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

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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Senior Management

Randy Long
Founder and Principal
Jon Upham
Principal
Jim Dario
Head of Wealth Management Practice