IEQ Capital acquires EPIQ Capital Group to form ~$32 billion Investment Advisor and Multi-Family Office
Acquiring Company
IEQ Capital
Acquired Company
EPIQ Capital Group
San FranciscoSan FranciscoFinanceFamilyDescription
IEQ Capital, a leading independent advisory firm, strategically acquired EPIQ Capital Group, a multi-family office and investment firm, to create a highly synergistic and complementary partnership. The combined company will have ~$32 billion in AUM and an expanded footprint in key cities across the U.S., reinforcing the commitment to providing high-quality wealth advisory and family office services.
Quick answer
IEQ Capital is acquiring EPIQ Capital Group for $32 billion, announced August 27, 2024. IEQ Capital is based in San Francisco, California, United States.
- How much did IEQ Capital pay for EPIQ Capital Group?
- The reported deal value is $32 billion.
- What does IEQ Capital do?
- IEQ Capital was founded in 2019 by a team of advisors and entrepreneurs dedicated to delivering independent, sophisticated advisory services to high-net-worth individuals and families.
- Where are IEQ Capital and EPIQ Capital Group based?
- IEQ Capital is based in San Francisco, California, United States. EPIQ Capital Group is based in San Francisco, California, United States.
- Who are the decision-makers at IEQ Capital?
- Fundz holds 1 contact at IEQ Capital. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
Other recent acquisitions in Finance and Family
Deals where the buyer or target shares a sector with this one, within 45 days, from Fundz verified event records.
- Warburg Pincus becomes the largest shareholder of Contabilizei with a $125 Million investment (October 11, 2024)
- 121 Finance Pvt. Ltd. acquires AcceptMyInvoice.com to strengthen Trade Credit (October 3, 2024)
- General Atlantic completes acquisition of Actis to expand its sustainable infrastructure business (October 2, 2024)
- LPL Financial completes acquisition of Atria Wealth Solutions to empower advisors and institutions (October 1, 2024)
- Beacon Pointe Advisors completes acquisition of Bridge Advisory and Charleston Investment Advisors, Further Expanding Presence in Southern California and South Carolina (October 1, 2024)
- Matrixport completes acquisition of Crypto Finance (Asset Management) AG to expand presence in Europe (September 30, 2024)
Who to call at IEQ Capital, and when
When IEQ Capital changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
- An alert the day IEQ Capital raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at IEQ Capital, from your own LinkedIn network
Works inside ChatGPT and Claude. Ask who to call at IEQ Capital. With Fundz connected, it knows.
AI made execution free. Knowing first is the whole game now.
Fundz sees it the moment IEQ Capital makes an acquisition, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
Related People
Frequently asked
Who acquired EPIQ Capital Group?
EPIQ Capital Group was acquired by IEQ Capital, based in San Francisco. The deal was reported on August 27, 2024. IEQ Capital was founded in 2019 by a team of advisors and entrepreneurs dedicated to delivering independent, sophisticated advisory services to high-net-worth individuals and families. IEQ Capital is privately held and operates in Finance.
When did IEQ Capital acquire EPIQ Capital Group?
IEQ Capital's acquisition of EPIQ Capital Group was reported on August 27, 2024. IEQ Capital, a leading independent advisory firm, strategically acquired EPIQ Capital Group, a multi-family office and investment firm, to create a highly synergistic and complementary partnership. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does EPIQ Capital Group do?
EPIQ Capital Group is a ~$5.3 billion multi-family office and investment firm known for delivering comprehensive and personalized family office services to their clients nationwide. It is privately held, operating in Family, and is based in San Francisco.
This company was part of an acquisition. Fundz tracks who bought whom, and who to call on both sides.
145 of these a day, filtered to the companies you pick, with the decision-maker attached.
5 screens from a live account. No signup.