Acquiring Company
Stevens Capital Partners
Acquired Company
WORQ
Omaha
MalaysiaFinancial ServicesFinanceLendingDescription
Stevens Capital Partners has announced the acquisition of a Dallas-based CPA tax practice as it surpasses $800 million in assets under management. This move marks a significant expansion into the tax planning segment. The acquisition is expected to enhance Stevens' client service capabilities. The firm aims to leverage the expertise of the acquired practice to provide comprehensive tax solutions.
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M&A Insights
Based on deal dataFrequently asked
Who acquired WORQ?
WORQ was acquired by Stevens Capital Partners, based in Omaha. The deal was reported on August 20, 2026. Stevens Capital Partners is a financial services firm specializing in asset management and investment advisory. The company focuses on delivering innovative investment solutions. Stevens Capital Partners is privately held and operates in Financial Services.
When did Stevens Capital Partners acquire WORQ?
Stevens Capital Partners's acquisition of WORQ was reported on August 20, 2026. Stevens Capital Partners has announced the acquisition of a Dallas-based CPA tax practice as it surpasses $800 million in assets under management. This move marks a significant expansion into the tax planning segment. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does WORQ do?
Malaysia-based co-working space provider with a goal to expand its co-working space operations. It is privately held, and is based in Malaysia.
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