DFX Intelligence
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Transactions / W••••• a•• G•••
U•••• P••••••• Portfolio Company P••••••••• P••••••• Completes Acquisition of W&G
Add-on acquisitionclosedadd-onannounced Oct 1, 2024closed Oct 1, 2024Fact
What happened
- Target
- W••••• a•• G•••
- Platform
- P••••••••• P•••••••add-on basis: DALLAS—October 1, 2024— U•••• P••••••• LP (“U•••• P•••••••”), a principles-based private equity firm, and P••••••••• P••••••• (“P•••••••••”), a Chicago-headquartered accounting business, today announced that P••••••••• has completed the acquisition of W••••• a•• G••• (“W&G”), a Rockville Maryland-based tax preparation, planning, advisory and accounting firm. | P••••••••• P••••••• is held by U•••• P••••••• on its portfolio page; published on U•••• P•••••••'s own news page
- Control
- Control
- Share acquired
- unknown
- Industry
- financial_services / accounting firm, tax
- Target location
- unknown
- Seller kind
- unknown
- Rollover
- unknown
Values, only where disclosed
- Enterprise value
- Not disclosed
- Purchase price
- Not disclosed
- Equity value
- Not disclosed
- Target revenue
- Not disclosed
- Target EBITDA
- Not disclosed
- Multiple
- Not disclosed
Parties and roles
4 named
Buy side
- “••• Locked”
- “••• Locked”
Side not stated
- “••• Locked”
- “••• Locked”
Evidence
“••• Locked”
Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)confidence 80%recorded Sep 16, 2026