Home > M&A deals 2004 > Summit Partners invests in optionsXpress, Inc.
Growth Capital · Financial Services · January 2004

Summit Partners invests in optionsXpress, Inc.

On January 20, 2004, Summit Partners invested in optionsXpress, Inc., a financial services company in Illinois, United States.

Deal at a glance

AnnouncedJanuary 20, 2004 TypeGrowth Capital TargetoptionsXpress, Inc. Buyer Summit Partners SectorFinancial Services LocationIllinois, United States ValueNot disclosed

Target company

optionsXpress, Inc.
Illinois, United States
Financial Servicessector
-founded
Activestatus
View the company profile →

Buyer

Private equity firm · 328 deals on record
  • 1st transaction in financial services
  • 154th transaction in United States
328deals, all time
12in this sector
2020latest

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Questions about this deal

Who acquired optionsXpress, Inc.?Summit Partners invested in optionsXpress, Inc. on January 20, 2004.

What type of deal was it?It was a growth capital in the financial services sector in 2004.

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