F.L.Putnam completes acquisition of Arbor Capital, Four Ponds, and Ascension to expand its East Coast footprint
Acquiring Company
F.L.Putnam Investment Management Company
Acquired Company
Arbor Capital Management Corp
LynnfieldAmherstFalmouthNew YorkFinancial ServicesConsultingFinancial ServicesFinanceAngel InvestmentDescription
F.L.Putnam Investment Management Company has strategically acquired independent registered investment advisors Arbor Capital Management Corp., Four Ponds Financial Planning LLC, and Ascension Asset Management LLC. This acquisition has expanded its East Coast footprint, adding more than $1.25 billion in assets under management, 450 clients, and two new offices, while deepening its financial planning and investment management capabilities with 10 new advisors.
Quick answer
F.L.Putnam Investment Management Company is acquiring Arbor Capital Management Corp, Four Ponds Financial Planning LLC and Ascension Asset Management LLC, announced July 25, 2024. F.L.Putnam Investment Management Company is based in Lynnfield, Massachusetts, United States.
- How much did F.L.Putnam Investment Management Company pay for Arbor Capital Management Corp?
- The deal value was not disclosed.
- What does F.L.Putnam Investment Management Company do?
- F.L.Putnam provides investment management, financial planning, and consulting services to high-net-worth clients and institutions including endowments and foundations.
- Where are F.L.Putnam Investment Management Company and Arbor Capital Management Corp based?
- F.L.Putnam Investment Management Company is based in Lynnfield, Massachusetts, United States. Arbor Capital Management Corp is based in Amherst, New York, United States.
- Who are the decision-makers at F.L.Putnam Investment Management Company?
- Fundz holds 2 contacts at F.L.Putnam Investment Management Company. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
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Who to call at F.L.Putnam Investment Management Company, and when
When F.L.Putnam Investment Management Company changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
- An alert the day F.L.Putnam Investment Management Company raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at F.L.Putnam Investment Management Company, from your own LinkedIn network
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Frequently asked
Who acquired Arbor Capital Management Corp?
Arbor Capital Management Corp was acquired by F.L.Putnam Investment Management Company, based in Lynnfield. The deal was reported on July 25, 2024. F.L.Putnam provides investment management, financial planning, and consulting services to high-net-worth clients and institutions including endowments and foundations. F.L.Putnam Investment Management Company is privately held and operates in Financial Services.
When did F.L.Putnam Investment Management Company acquire Arbor Capital Management Corp?
F.L.Putnam Investment Management Company's acquisition of Arbor Capital Management Corp was reported on July 25, 2024. F.L.Putnam Investment Management Company has strategically acquired independent registered investment advisors Arbor Capital Management Corp., Four Ponds Financial Planning LLC, and Ascension Asset Management LLC. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Arbor Capital Management Corp do?
Founded by president and CEO Lawrence McGowan and Chief Investment Officer Gerald Cole, CFA®, in 1995, Arbor Capital Management provides investment management services to more than 250 high-net-worth individuals, family businesses, and institutions. It is privately held, operating in Financial Services, and is based in Amherst.
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