Business asset acquisition · Adviser / wealth-management
Gimbal Capital Management assets
Transaction overview
Reported completed
Exact closing date not established.
LaFleur & Godfrey LLC reported in an April 11, 2024 release that it acquired the assets of Gimbal Capital Management in 2020. The historical statement identifies an asset acquisition but does not provide an exact transaction day or consideration. The separate statement that Investment Counsel came onboard in 2021 does not specify an acquisition instrument.
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
- LaFleur & Godfrey Private Wealth Management Welcomes Sahana Madhanagopal, CFA ↗
Official source website · Published Apr 11, 2024
LaFleur & Godfrey LLC reported in an April 11, 2024 release that it acquired the assets of Gimbal Capital Management in 2020. The historical statement identifies an asset acquisition but does not provide an exact transaction day or consideration. The separate statement that Investment Counsel came onboard in 2021 does not specify an acquisition instrument.