Acquisition · Adviser / wealth-management

Security Vault Works

Transaction overview

Status: Reported completed

Source publication date:

Exact closing date not established.

In an April 22, 2021 release, Lincolnshire Management reported acquiring Powerhouse and Security Vault Works in 2019 to create a national services platform. Security Vault Works is the other named business in that platform-building transaction; the source does not establish a separate closing or an exact acquisition date.

Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.

Source evidence

  1. Lincolnshire Management Portfolio Company Powerhouse Retail Services Acquires Dent Enterprises ↗

    Lincolnshire Management · Published Apr 22, 2021

    The primary release explicitly names Security Vault Works alongside Powerhouse in the reported 2019 acquisitions. No separate exact closing or transaction allocation is given.

Security Vault Works · RIA Monitor