MergerLinks Header Logo

Announced

Completed

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

Synopsis

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.

Show Details & Financials

Did you work on this deal?

Showcase your expertise to over 3 million dealmakers and industry leaders on Datasite.

© COPYRIGHT 2024 MERGERLINKS LIMITED.

ALL RIGHTS RESERVED.

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

CONTACT US