As of September 1, 2021, we are pleased to be part of D.A. Davidson & Co. We will continue serving our clients as part of their full-service Investment Banking Group. Click here to learn more about our combined strengths.
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Transactions

June 2019
Wilton, CT
has received a majority equity investment from
New York, NY


Background

Private Client Resources, LLC provides wealth aggregation and data management solutions for private banks, advisors, and trust companies. The company offers alternative and illiquid account aggregation services for hedge fund, private equity, real estate, business interests, insurance, personal use assets/liabilities, amongst others.

Founded in 2000 by a consortium of 20 single-family offices to address the consolidation and aggregation issues of their high net worth members, PCR has grown to support 100+ alternative asset management firms which collectively manage assets for about 2,000 of the wealthiest families in North America. As a result of its success, PCR began to receive inbound interest from a number of financial and strategic parties. In the fall of 2018, PCR management contacted M&A to help them evaluate their options.