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Announced

Completed

GTCR-backed CAPTRUST completed the acquisition of MRA Associates.

Financials

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Transaction Value-
Consideration TypeCash
Capital Owned-
Capital Bid For100%
EV/Sales-
EV/EBITDA-
Share Price Premium-
One Off Charge-

Tags

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United States

Asset Managers and Custodians

Friendly

investment advisory

Acquisition

wealth management

Completed

Majority

Private Equity

Private

Domestic

Single Bidder

Synopsis

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GTCR-backed CAPTRUST Financial Advisors, an independent registered investment advisor, completed the acquisition of MRA Associates, an investment advisory, wealth management, and tax consulting services provider. Financial terms were not disclosed "We are proud of the tremendous practice we have built over the last nearly three decades. The decision to join CAPTRUST was an easy one once we understood the considerable level of scale we would be plugging into. I believe all of our clients will benefit greatly from the depth of the firm's investment capabilities, as well their institutional capacity and leverage," Mark Feldman, MRA Associates Managing Partner and CEO.

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