Announced
Completed
Synopsis
PPC Enterprises, a middle-market private equity firm, completed the investment in SHOOK Research, a research organization for evaluating financial advisors. Financial terms were not disclosed. "This is an exciting time at SHOOK in light of the growth and evolution of the wealth management industry where trusted and vetted information is increasingly needed by advisors, their clients and asset managers. PPC's deep expertise in service-based businesses and long-term proven track record will be invaluable as we continue to raise the bar for excellence in wealth management. We're better positioned than ever to broaden our reach and deliver even greater value to the industry," R.J. Shook, SHOOK Research President.
Show Details & Financials
Did you work on this deal?
Showcase your expertise to over 3 million dealmakers and industry leaders on Datasite.
Claim DealAll rights reserved. Copyright © 2025 Datasite
Seller Team (5)
Bidder Team (2)
By continuing, you agree to our Terms & Conditions and our Data Privacy Policy