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New Deal


Announced

Completed

Davidson Investment Advisors completed the acquisition of Caprin Asset Management.

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

investment advisor

Asset Managers and Custodians

Acquisition

Domestic

Majority

Private

Completed

Friendly

Single Bidder

Synopsis

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Davidson Investment Advisors, an investment advisory firm, completed the acquisition of Caprin Asset Management, a registered investment advisor. Financial terms were not disclosed. “We are pleased to have completed the acquisition of Caprin Asset Management, and we look forward to the expansion of our team and our geographical footprint into the mid-Atlantic region,” Andrew Davidson, Davidson Investment Advisors President.

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