Tracked deals
5
5 tracked deals across 2022-2024.
Operating Company
Financial Services
SageView Advisory Group
Newport Beach, California, United States
Independent SEC-registered investment adviser (RIA) providing retirement plan advisory/consulting and comprehensive wealth management for institutions and individuals, advising on assets in excess of $200B+.
- Focus Areas
- Retirement Plan Consulting, Wealth Management, Registered Investment Advisor (RIA)
- Website
- sageviewadvisory.com
Recent pace
0
0 tracked deals announced in the last 12 months.
Deal mix
Addon
3 addon · 1 buyout · 1 divestiture
SageView Advisory Group Acquisition Volume by Year
Last 2 years
Supporting Data
Recent Transactions
-
December 2, 2024
- Buyer
- SageView Advisory Group
- Target
- OnTrack 401(k) of Maryland
- Industry
- Financial Services
- Location
- Maryland, United States
- Type
- Buyout
SageView Advisory Group has acquired OnTrack 401(k) of Frederick, Maryland, a retirement plan consulting practice with approximately $400 million in Assets Under Advisement serving over 90 institutional clients. The acquisition, which closed on December 2, 2024, brings OnTrack principals Doug O'Rear and Cindy Brown into SageView and expands SageView’s East Coast presence with a second Maryland office.
-
January 11, 2024
- Buyer
- SageView Advisory Group
- Target
- Palmer Retirement Consulting
- Industry
- Wealth Management
- Location
- Indiana, United States
- Type
- Addon
Newport Beach-based SageView Advisory Group has acquired Palmer Retirement Consulting, a Fort Wayne, Indiana advisory firm that serves institutional retirement plan sponsors and individual wealth management clients. The deal, which closed Dec. 15, 2023, brings Palmer's leadership and staff into SageView as part of SageView's ongoing strategy to expand its institutional retirement consulting capabilities under its partnership with Aquiline Capital Partners.
-
December 1, 2022
- Buyer
- SageView Advisory Group
- Target
- Lakeview Wealth Management
- Industry
- Financial Services
- Location
- Illinois, United States
- Type
- Addon
SageView Advisory Group, a Newport Beach-based independent RIA backed by Aquiline Capital Partners, has agreed to acquire Lakeview Wealth Management of Deer Park, Illinois. The six-person, women-led Lakeview team will join SageView to expand the firm's presence in the Chicago-area and enhance its retirement and wealth management capabilities.
-
- Buyer
- SageView Advisory Group
- Target
- Summit Financial Consultants
- Industry
- Financial Services
- Location
- California, United States
- Type
- Addon
SageView Advisory Group completed the acquisition of Summit Financial Consultants, integrating the Westlake Village, California-based RIA into the SageView platform. The deal expands SageView’s presence in Southern California and adds approximately $321 million in AUM to its retirement and wealth management business.
-
- Buyer
- SageView Advisory Group, Aquiline Capital Partners
- Target
- Capital One Investing
- Seller
- Capital One Investing, Capital One Financial Corporation
- Industry
- Wealth Management
- Location
- Virginia, United States
- Type
- Divestiture
SageView Advisory Group completed the acquisition of Capital One Investing, a $900 million wealth management business formerly owned by Capital One Financial Corporation. The deal transferred advisors, associates and accounts to SageView (supported by private-equity partner Aquiline) and expands SageView’s retirement-plan and wealth-management capabilities and AUM.
Related Acquisition Pages
Financial Services Buyers & Acquisitions
3 tracked deals by SageView Advisory Group.
Wealth Management Buyers & Acquisitions
2 tracked deals by SageView Advisory Group.
Acquisitions in California
1 tracked deal by SageView Advisory Group.
Acquisitions in Illinois
1 tracked deal by SageView Advisory Group.
Acquisitions in Indiana
1 tracked deal by SageView Advisory Group.
Acquisitions in Maryland
1 tracked deal by SageView Advisory Group.
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