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Submit Deal

Cover Image Sally Cates

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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16 Dec 2022|United States|Asset Managers and Custodians

Target: DYNASTY FINANCIAL PARTNERS

Bidder: ABRY PARTNERS LLC

5 Service Providers

3 Target | 2 Bidder

12 Dealmakers

10 Target | 2 Bidder

n/a

Value

16 Feb 2023|United States|Diversified Financials

Target: TRUCLARITY MANAGEMENT

Bidder: DYNASTY FINANCIAL PARTNERS

2 Service Providers

1 Target | 1 Bidder

4 Dealmakers

1 Target | 3 Bidder

n/a

Value

24 Oct 2024|United States|Financial Data and Systems

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

Target: DYNASTY FINANCIAL PARTNERS

Bidder: BLACKROCK

3 Service Providers

15 Dealmakers

n/a

Value

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