Transactions DeVoe & Company Has Proudly Supported

We can support you through the full lifecycle of a transaction. Whether you are buying, selling, or merging with another business, the experienced DeVoe & Company team provides end-to-end services using a methodical process. We prepare each of our clients to optimize their position, be it as a buyer or seller. Following are a sample of recent transactions (2018-2023).

1 HB.png

2 Cresset.png

3 One Digital.png

4 EFE-Viriidian.png

5 Wealthstone Seq.png

6 DR BP.png

7 Hill Focus.png

8 Adam-Mercer.png

9 Stearns HT.png

10 Joyn WEG.png

11 Abry BP.png

12 Frontier Highwater.png

13 East Franklin.png

14 Nova-Buckingham.png

15 Dragon Mercer.png

16 Optifour Creative planning.png

17 HT schultz.png

18 AEPG WEG.png

19 Madison.png

20 HT merger.png

21 CPF Texas.png

22 Mosaic.png

23 Hefty Oak.png

24 Stevens Buckingham.png

25 Blue Water Colony.png

For information about transactions prior to 2018, please contact us.

get started today

Contact Lynn at lynn.kennerly@devoe-co.com or call
415-813-5066 x5 to schedule a time for us to talk.