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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

15 BONHILL STREET, LONDON, EC2A 4DN, UNITED KINGDOM.

Ranked Teams

Ranked Individuals

Deals (9)

Dealmakers

United States

Diversified Financials

target

Boston Harbor Wealth Advisors

bidder

World Investment Advisors

value n/a

6 dealmakers

United States

Management Consulting

target

Sage Financial Advisors

bidder

Wealthspire Advisors

value n/a

5 dealmakers

United States

Management Consulting

target

Wharton Business Group

bidder

Alera Group

value n/a

11 dealmakers

United States

Asset Managers and Custodians

target

Resource Management

bidder

Creative Planning

value n/a

4 dealmakers

United States

Asset Managers and Custodians

target

Private Capital Group

bidder

Wealthspire Advisors

value n/a

3 dealmakers

United States

Asset Managers and Custodians

target

Homrich Berg

bidder

New Mountain Capital

value n/a

18 dealmakers

United States

Private Equity

target

Dr Saur Financial

bidder

Beacon Pointe Advisors

value n/a

7 dealmakers

United States

Management Consulting

target

OPTIFOUR

bidder

Creative Planning

value n/a

2 dealmakers

United States

Asset Managers and Custodians

target

Aepg Wealth Strategies

bidder

Wealth Enhancement Group

value n/a

2 dealmakers

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