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New Deal


Announced

Completed

CAPTRUST Financial Advisors completed the acquisition of QA Wealth 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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Single Bidder

financial advice

Completed

Acquisition

Diversified Financials

United States

Domestic

Private

Majority

Friendly

Synopsis

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CAPTRUST Financial Advisors, an investment advisor, completed the acquisition of QA Wealth Management, a provider of financial advice, planning and investment management. Financial terms were not disclosed. "We're a values-based fiduciary, compelled by the guiding principle that the best businesses focus on treating others the way they want to be treated," John Wing, QA Wealth Founder.

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