.
MergerLinks Header Logo

New Deal


Announced

F2 Strategy to acquire Oakbrook Solutions from Renovus Capital.

Financials

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

Tags

Edit

Pending

Private

United States

Friendly

Single Bidder

Domestic

Majority

Private Equity

business management consultant

Management Consulting

Acquisition

Synopsis

Edit

F2 Strategy, a wealthtech management consulting firm helping complex RIA, wealth, bank/trust and family office firms, agreed to acquire Oakbrook Solutions, a consulting and services firm for the Wealth Management industry serving banks and trust companies, RIAs, single and multi-family offices, private banks, retirement plan providers, custodians and other industry service providers, from Renovus Capital, a lower middle market private equity firm specializing in the Knowledge and Talent industries. Financial terms were not disclosed. "This strategic deal marks a pivotal moment in our journey, as we combine our strengths with Oakbrook and add the support of Renovus Capital. Together, we will leverage our collective capabilities to uncover new opportunities, expand market reach, and deliver unparalleled results for our clients. I am honored to lead this unified team and couldn’t be more excited for the transformative impact we will have on the industry,” Doug Fritz, F2 Strategy Co-Founder and CEO.

© COPYRIGHT 2024 MERGERLINKS LIMITED.

ALL RIGHTS RESERVED.

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

CONTACT US