RIA in a Box
The Deal
- Bought By
- Will Bressman and G.J. King
- Year
- 2011
- Vehicle
- Pacific Lake Partners
A compliance software company for registered investment advisers, handling registration and ongoing compliance for roughly two thousand US advisory firms.
What Happened Next
Sold to Aquiline Capital Partners in May 2018, whose own release names the searchers' purchase; the business later folded into COMPLY.
The exit ends of journeys like this one, where the buyer has announced the purchase itself, are on Buyers.
Method & Source
This record is double-sourced: it joined when the purchase and, where the company has traded on, the exit could both be read in primary accounts rather than inferred.