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Cover Image Frank Sloan

Frank Sloan

Managing Partner at SLOAN INVESTMENT MANAGEMENT LLC

Manager

Deal Bio

Total Deals1

Valued Deals1

Total Value£ 553 M

Avg. Deal Size£ 553 M

Market Context

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01 Jul 2024|United States|Asset Managers and Custodians

Target: SLOAN INVESTMENT MANAGEMENT LLC

Bidder: EP WEALTH ADVISORS

5 Service Providers

2 Target | 3 Bidder

11 Dealmakers

8 Target | 3 Bidder

£ 553 M

Value

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