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New Deal


Announced

LeoGroup completed the merger with The Capital Company and BFT Financial Group.

Financials

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

Sources

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Tags

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wealth management

Acquisition

Friendly

Completed

Asset Managers and Custodians

Hong Kong

Majority

Cross Border

Single Bidder

Private

Merger

United States

Synopsis

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LeoGroup, a comprehensive advisory firm offering customized wealth management, completed the merger with The Capital Company and BFT Financial Group, two independent wealth advisory firms. Financial terms were not disclosed. "Our expanded geographic and international coverage are a perfect match for clients migrating across the US and for international clients, including overseas US and global citizens. Being licensed in the US and Hong Kong is our advantage. We offer our expertise and personalized service to clients across multiple jurisdictions, leveraging technology to actively bridge the gap where traditional services end and the digital experience begins," Matthew Allain, Leo Wealth CEO.

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