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New Deal


Announced

Completed

Emigrant Partners completed the investment in MONECO Advisors.

Financials

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Transaction Value-
Consideration TypeCash
Capital Owned-
Capital Bid For-
EV/Sales-
EV/EBITDA-
Share Price Premium-
One Off Charge-

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United States

financial planner

Diversified Financials

Acquisition

Domestic

Private

Minority

Private Equity

Completed

Friendly

Single Bidder

Synopsis

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Emigrant Partners, a specialist capital and advice partner, completed the investment in MONECO Advisors, a financial planner. Financial terms were not disclosed. "We are excited to welcome the MONECO team to the Emigrant Partners network. MONECO's differentiated client and community-centric model, advisor partnership platform, and organic growth engine are highly compelling. We were thoroughly impressed with MONECO's leadership team and they are well positioned for future growth in the New York Tri-State area," Jenny Souza, Emigrant Partners CEO and President.

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