Acquiring Company
Equitable Holdings
Acquired Company
Penn Investment Advisors
New YorkFinancial ServicesFinanceLendingBankingFinancial ServicesFinanceLendingDescription
Equitable, a leading financial services company and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), announced today the acquisitioni of Penn Investment Advisors, Inc. (PIA), a registered investment adviser and subsidiary of Penn Community Bank. The acquisition is expected to close in the fourth quarter of 2022.
Quick answer
Equitable Holdings is acquiring Penn Investment Advisors, announced August 17, 2022. Equitable Holdings is based in New York, New York, United States.
- How much did Equitable Holdings pay for Penn Investment Advisors?
- The deal value was not disclosed.
- What does Equitable Holdings do?
- Equitable Holdings, Inc. (NYSE: EQH) is a financial services holding company comprised of two complementary and well-established principal franchises, Equitable and AllianceBernstein.
- Where are Equitable Holdings and Penn Investment Advisors based?
- Equitable Holdings is based in New York, New York, United States.
- Who are the decision-makers at Equitable Holdings?
- Fundz holds 3 contacts at Equitable Holdings. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
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Who to call at Equitable Holdings, and when
When Equitable Holdings changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
- An alert the day Equitable Holdings raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at Equitable Holdings, from your own LinkedIn network
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Related People
Frequently asked
Who acquired Penn Investment Advisors?
Penn Investment Advisors was acquired by Equitable Holdings, based in New York. The deal was reported on August 17, 2022. Equitable Holdings, Inc. (NYSE: EQH) is a financial services holding company comprised of two complementary and well-established principal franchises, Equitable and AllianceBernstein. Equitable Holdings is publicly traded (EQH) and operates in Financial Services.
When did Equitable Holdings acquire Penn Investment Advisors?
Equitable Holdings's acquisition of Penn Investment Advisors was reported on August 17, 2022. Equitable, a leading financial services company and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), announced today the acquisitioni of Penn Investment Advisors, Inc. (PIA), a registered investment adviser and subsidiary of Penn Community Bank. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Penn Investment Advisors do?
At Penn Investment Advisors, we have only one focus: you. It’s our mission to provide our customers with comprehensive guidance and perspective to help them build a customized plan to grow their financial resources. It is privately held, operating in Financial Services.
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