InvestmentBank.com

Services

Sell Side M&A

Learn about our disciplined M&A auction process for maximizing seller value

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Scale inorganic corporate growth with expert target sourcing & advisory

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Debt & equity capital sourcing for growing companies

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Business sale preparation advisory services

Deals

Completed Deals

Learn about our $2.5B+ in closed deals

Current Deals

A quick guide for getting familiar with Foresight's structure.

Industries

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Your Deal

Tell us about your proposed transaction and how we can work together to achieve your goals

About

Team

Get to know the dealmakers that deliver results

History

We have been helping businesses maximize enterprise value for nearly 40 years

Process

Learn about our time-tested process that has helped us achieve a near 90% success rate

Careers

We are actively looking for experienced dealmakers to join our team

Contact

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J.Streicher

A platform provider of specialized financial planning and automated wealth analytics solutions for high-net-worth individuals and family offices (FinTech / wealth-tech analytics industry).

Description

Acquisition

Target Location

New York, NY

Closing Date

September 4, 2021

Industry

FinTech / Wealth Analytics

Buyer Location

Confidential

More Results

Capital Advisory

J.Streicher

Completed

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Industries

Transportation & Logistics Business & Consumer Services Web, Software & Technology Healthcare, Pharma & Medtech AgTech, Food & Agribusiness Energy, Oil & Gas & CleanTech Contracting & Construction Manufacturing & Industrials

InvestmentBank.com is operated by
ACT Capital Advisors, LLC

Locations

Seattle Orlando Dallas Chicago Vancouver, BC Los Angeles Boise Nashville Houston Salt Lake City San Jose San Francisco Portland

About

Team History Process Careers

This site, nor its contents, do not constitute an offer to sell or a solicitation of an offer to buy any securities and may not be used or relied upon in connection with any offer or sale of securities. An offer or solicitation can be made only through the delivery of a final private placement offering memorandum and subscription agreement, and will be subject to the terms and conditions and risks delivered in such documents.