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Cover Image Jenny Souza
Jenny SouzaEMIGRANT PARTNERS

Jenny Souza

CEO and President at EMIGRANT PARTNERS

Investor

Deal Bio

Total Deals2
Valued Deals0
Total Value-
Avg. Deal Size-

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26 Jun 2023|United States|Diversified Financials
Moneco Advisors
Emigrant Partners

Target: MONECO ADVISORS

Bidder: EMIGRANT PARTNERS

5 Service Providers

3 Target | 2 Bidder

6 Dealmakers

4 Target | 2 Bidder

n/a

Value

14 Mar 2025|United States|Asset Managers and Custodians
Personal Investment Management
Pure Financial Advisors

Target: PERSONAL INVESTMENT MANAGEMENT INC

Bidder: PURE FINANCIAL ADVISORS INC

3 Service Providers

1 Target | 2 Bidder

5 Dealmakers

1 Target | 4 Bidder

n/a

Value

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