Public Company Financial Services

The Marygold Companies

San Clemente, California, United States

A global holding company that invests in, and builds great companies. The company’s mission is to identify and acquire established, profitable, undervalued companies in diverse sectors and manage the portfolio to facilitate growth and add value for stakeholders.

Focus Areas
Wealth Management, Investment Advice, Financial Planning

Tracked deals

3

3 tracked deals across 2022-2024.

Recent pace

0

0 tracked deals announced in the last 12 months.

Deal mix

Addon

1 addon · 1 buyout · 1 growth capital

The Marygold Companies Acquisition Volume by Year

Last 2 years

Acquisition volume by year Annual acquisition counts for the last 2 years for The Marygold Companies. 1 2022 2 2024

Supporting Data

Recent Transactions

  • The Marygold Companies Acquires 7.95% Stake in Midland Capital Holdings Corporation
    October 24, 2024
    Buyer
    The Marygold Companies, Inc.
    Target
    Midland Capital Holdings Corporation, Midland Federal Savings and Loan Association
    Industry
    Financial Services
    Location
    Illinois, United States
    Type
    Growth capital

    The Marygold Companies, Inc. (NYSE American: MGLD) purchased a 7.95% ownership position in Delaware-based Midland Capital Holdings Corporation (MCHC) for $1.8 million, and also received warrants to buy additional shares. MCHC's principal operating entity is Midland Federal Savings and Loan Association, headquartered in Bridgeview, Illinois; Marygold says the investment supports its strategy of expanding in financial services/fintech and will help enhance the bank's offerings and technology.

  • Marygold & Co. (UK) Acquires Step-By-Step Financial Planners Limited
    May 1, 2024
    Buyer
    Marygold & Co. (UK) Limited, The Marygold Companies, Inc.
    Target
    Step-By-Step Financial Planners Limited
    Industry
    Financial Services
    Location
    Staffordshire, United Kingdom
    Type
    Addon

    Marygold & Co. (UK) Limited, a wholly owned UK subsidiary of The Marygold Companies, Inc., has acquired Step-By-Step Financial Planners Limited, a Rugeley, Staffordshire-based financial advisory firm with approximately US$33.7 million (£27 million) in assets under management. Kevin Pratt and his team will remain with the business; terms of the transaction were not disclosed. The deal expands Marygold's UK wealth management footprint as part of its broader fintech-enabled strategy.

  • The Marygold Companies Acquires Tiger Financial & Asset Management Limited
    June 21, 2022
    Buyer
    The Marygold Companies, Inc., Marygold & Co. (UK) Limited
    Target
    Tiger Financial & Asset Management Limited
    Seller
    Keith Halford
    Industry
    Financial Services
    Location
    Northamptonshire, United Kingdom
    Type
    Buyout

    The Marygold Companies, Inc. (through its subsidiary Marygold & Co. (UK) Limited) completed the acquisition of U.K.-based investment adviser Tiger Financial & Asset Management Limited for £1.5 million in cash plus net current assets (~£863,977), for an aggregate consideration of approximately US$3.0 million. The deal gives Marygold an initial U.K. regulatory foothold and approximately £42 million in assets under advice; Tiger founder Keith Halford and his team will remain with the business.

Related Acquisition Pages

Financial Services Buyers & Acquisitions 3 tracked deals by The Marygold Companies. Acquisitions in Illinois 1 tracked deal by The Marygold Companies.

Related articles

Selling a company? Get in front of buyers like The Marygold Companies

Turn tracked acquisition activity into an outreach-ready buyer list.

Find buyers like these →