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Cover Image Sally Cates
Sally CatesDYNASTY FINANCIAL PARTNERS

Sally Cates

Media Contact at DYNASTY FINANCIAL PARTNERS

Financial Advisor

Deal Bio

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

Market Context

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24 Oct 2024|United States|Financial Data and Systems
Americana Partners
Lovell Minnick Partners

Target: AMERICANA PARTNERS

Bidder: LOVELL MINNICK PARTNERS LLC

7 Service Providers

4 Target | 3 Bidder

29 Dealmakers

2 Target | 27 Bidder

n/a

Value

08 Oct 2024|United States|Asset Managers and Custodians
Dynasty Financial Partners
BLACKROCK

Target: DYNASTY FINANCIAL PARTNERS

Bidder: BLACKROCK

3 Service Providers

3 Target

15 Dealmakers

15 Target

n/a

Value

16 Feb 2023|United States|Diversified Financials
Truclarity Management
Dynasty Financial Partners

Target: TRUCLARITY MANAGEMENT

Bidder: DYNASTY FINANCIAL PARTNERS

2 Service Providers

1 Target | 1 Bidder

4 Dealmakers

1 Target | 3 Bidder

n/a

Value

16 Dec 2022|United States|Asset Managers and Custodians
Dynasty Financial Partners
Abry Partners

Target: DYNASTY FINANCIAL PARTNERS

Bidder: ABRY PARTNERS LLC

5 Service Providers

3 Target | 2 Bidder

12 Dealmakers

10 Target | 2 Bidder

n/a

Value

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