About Convergent Capital Management
Convergent Capital Management is a company based in Chicago (United States) founded in 1994 was acquired by City National Bank in January 2003.. Convergent Capital Management has completed 2 acquisitions, including Clifford Associates and Lydian Wealth.
- Headquarter Chicago, United States
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Phone
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Website
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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Investments & Acquisitions
Clifford Associates
& 1 more
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Acquired by
City National Bank
(Jan 30, 2003)
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Funding Insights of Convergent Capital Management
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Convergent Capital Management
Convergent Capital Management has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include City National Bank. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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City National Bank is recognized for providing comprehensive banking and wealth management services.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Convergent Capital Management
Convergent Capital Management has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Clifford Associates and Lydian Wealth. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Wealth management services are provided by Lydian Wealth since 2002.
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2002 | ||||
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Sales and marketing services are provided by the agency.
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1980 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Convergent Capital Management
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Convergent Capital Management Comparisons
Competitors of Convergent Capital Management
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Convergent Capital Management
Frequently Asked Questions about Convergent Capital Management
When was Convergent Capital Management founded?
Convergent Capital Management was founded in 1994.
Where is Convergent Capital Management located?
Convergent Capital Management is headquartered in Chicago, United States. It is registered at Chicago, Illinois, United States.
What does Convergent Capital Management do?
Investment partnership providing capital and strategic guidance to businesses. It focuses on growth investments and mid-market buyouts in both public and private sectors. The partnership aids companies in achieving transformative growth through hands-on involvement and support, including MA and bolt-on acquisitions. A key aspect of its approach is aligning management incentives to drive exceptional results. It works with companies to improve operational efficiency and implement best practices. The partnership seeks to build lasting relationships and create mutually beneficial outcomes.
How many acquisitions has Convergent Capital Management made?
Convergent Capital Management has made 2 acquisitions, including Clifford Associates, and Lydian Wealth.
Who are Convergent Capital Management's investors?
Convergent Capital Management has 1 investor. Key investors include City National Bank.
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