.
MergerLinks Header Logo

New Deal


Announced

Completed

SageView Advisory completed the acquisition of Capital One Investing from Capital One Financial.

Financials

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

Tags

Edit

Acquisition

Friendly

Asset Managers and Custodians

Domestic

Completed

wealth management

Majority

Single Bidder

Private

United States

Synopsis

Edit

SageView Advisory, an SEC-registered investment advisory firm, completed the acquisition of Capital One Investing, a personalized financial planning and wealth management services provider, from Capital One Financial, a bank holding company. Financial terms were not disclosed. "We are thrilled to have completed this transaction and welcome so many talented professionals from around the country to the SageView family. Thanks to our incredible team and support from our private-equity partners at Aquiline, we will continue to execute our growth strategy that builds upon our historic focus on financial wellness and retirement plan support as we enhance our capabilities and expertise as a wealth management solutions provider of choice," Randy Long, SageView Founder and Managing Principal.

© COPYRIGHT 2024 MERGERLINKS LIMITED.

ALL RIGHTS RESERVED.

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

CONTACT US