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DeVoe & Company

Summary

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DeVoe & Company is a leading consulting firm and investment bank focused exclusively on wealth management companies.

Market Context

Deals Overview

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Total Deals9

Valued Deals0

Total Valuevalue n/a

Avg. Deal Sizevalue n/a

17 Jul 2024|United States|Diversified Financials

Target: BOSTON HARBOR WEALTH ADVISORS

Bidder: WORLD INVESTMENT ADVISORS

5 Service Providers

2 Target | 3 Bidder

6 Dealmakers

2 Target | 4 Bidder

n/a

Value

29 Nov 2022|United States|Management Consulting

Target: SAGE FINANCIAL ADVISORS

Bidder: WEALTHSPIRE ADVISORS

6 Service Providers

3 Target | 3 Bidder

5 Dealmakers

2 Target | 3 Bidder

n/a

Value

08 Jun 2022|United States|Management Consulting

Target: WHARTON BUSINESS GROUP

Bidder: ALERA GROUP

5 Service Providers

3 Target | 2 Bidder

11 Dealmakers

9 Target | 2 Bidder

n/a

Value

05 Apr 2022|United States|Asset Managers and Custodians

Target: RESOURCE MANAGEMENT LLC

Bidder: CREATIVE PLANNING INC

4 Service Providers

2 Target | 2 Bidder

4 Dealmakers

1 Target | 3 Bidder

n/a

Value

05 Oct 2021|United States|Asset Managers and Custodians

Target: PRIVATE CAPITAL GROUP LLC

Bidder: WEALTHSPIRE ADVISORS

3 Service Providers

2 Target | 1 Bidder

3 Dealmakers

1 Target | 2 Bidder

n/a

Value

30 Jul 2021|United States|Asset Managers and Custodians

Target: HOMRICH BERG

Bidder: NEW MOUNTAIN CAPITAL LLC

8 Service Providers

4 Target | 4 Bidder

18 Dealmakers

13 Target | 5 Bidder

n/a

Value

20 Apr 2021|United States|Private Equity

Target: DR SAUR FINANCIAL INC

Bidder: BEACON POINTE ADVISORS LLC

4 Service Providers

2 Target | 2 Bidder

7 Dealmakers

1 Target | 6 Bidder

n/a

Value

19 Nov 2019|United States|Management Consulting

Target: OPTIFOUR

Bidder: CREATIVE PLANNING INC

4 Service Providers

2 Target | 2 Bidder

2 Dealmakers

1 Target | 1 Bidder

n/a

Value

18 Jul 2019|United States|Asset Managers and Custodians

Target: AEPG WEALTH STRATEGIES

Bidder: WEALTH ENHANCEMENT GROUP

3 Service Providers

2 Target | 1 Bidder

2 Dealmakers

1 Target | 1 Bidder

n/a

Value

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