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Cover Image Michaela Morales
Michaela MoralesJConnelly

Michaela Morales

Assistant Vice President at JConnelly

PR Consultant

Deal Bio

Total Deals3
Valued Deals0
Total Value-
Avg. Deal Size-

Market Context

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28 Sep 2020|United States|Investment Banking
Umpuqua Investments
Steward Partners Global Advisory

Target: UMPUQUA INVESTMENTS

Bidder: STEWARD PARTNERS GLOBAL ADVISORY

7 Service Providers

1 Target | 2 Bidder | 4 Vendor

10 Dealmakers

1 Target | 2 Bidder | 7 Vendor

n/a

Value

02 Nov 2020|United States|Asset Managers and Custodians
Sanctuary Wealth
Azimut Holding

Target: SANCTUARY WEALTH

Bidder: AZIMUT HOLDING SPA

8 Service Providers

5 Target | 3 Bidder

7 Dealmakers

2 Target | 5 Bidder

n/a

Value

16 Nov 2023|United States|Asset Managers and Custodians
Freedom Street Partners
Steward Partners Global Advisory

Target: FREEDOM STREET PARTNERS

Bidder: STEWARD PARTNERS GLOBAL ADVISORY

6 Service Providers

3 Target | 3 Bidder

4 Dealmakers

1 Target | 3 Bidder

n/a

Value

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