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Announced

6 Jun 2022

Completed

6 Jun 2022

American Express completed the acquisition of BodesWell.

Synopsis

American Express, a financial services company, completed the acquisition of BodesWell, a digital financial planning services provider. Financial terms were not disclosed. "Together we intend to continue on the journey of creating useful and intuitive tools to help American Express Members manage their financial lives," Matthew Bellows, American Express Vice President of Business Development.

Principals

target

BODESWELL

bidder

American Express

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Market Context

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Seller Team (6)

michael a. conza

Partner at Morgan Lewis & Bockius

Lawyer

target

Deals

£ 198 M

Total Value

scott williams

Director at BODESWELL

Manager

target

Deal

n/a

Total Value

kenneth fang

Engineer at BODESWELL

Manager

target

Deal

n/a

Total Value

matt sponer

Senior Software Engineer at BODESWELL

Manager

target

Deal

n/a

Total Value

chris christensen

Senior Software Engineer at BODESWELL

Manager

target

Deal

n/a

Total Value

avram score

Senior Engineer at BODESWELL

Manager

target

Deal

n/a

Total Value

Bidder Team (5)

eva reda

Executive Vice President and General Manager at AMERICAN EXPRESS

Manager

bidder

Deal

n/a

Total Value

christina anzalone

‎Vice President at AMERICAN EXPRESS

Manager

bidder

Deal

n/a

Total Value

paul perez

Director at AMERICAN EXPRESS

Manager

bidder

Deal

n/a

Total Value

michael han

Corporate Development at AMERICAN EXPRESS

Manager

bidder

Deal

n/a

Total Value

phil norman

Senior Vice President at AMERICAN EXPRESS

Manager

bidder

Deal

n/a

Total Value

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