Eaton Vance Overview

  • Service
  • Lender

  • Year Founded
  • 1924

Year Founded

  • Professionals
  • 653

Professionals

  • Financed Companies
  • 231

  • Financings
  • 285

  • Serviced Investors
  • 3

Eaton Vance General Information

Description

Founded in 1924, Eaton Vance is a lender headquartered in Boston, Massachusetts. The firm serves the investment needs of its clients. The firm provides investment strategies and wealth management solutions for individual and institutional investors, financial professionals, high net worth, and family office investors. These solutions include mutual funds, equity, endowments, and foundations.

Contact Information

Year Founded
1924
Service Provider Type
Lender
Corporate Office
  • One Post Office Square
  • Boston, MA 02110
  • United States
+1 (800) 000-0000

Eaton Vance Financings

Company Name Financing Date Debt/Deal Date Debt/Deal Amount
First Student May 2024 00000 0000000
United Parks & Resorts May 2024 00000 0000000
Robertshaw Controls Feb 2024 00000 0000000
Cetera Financial Group Oct 2023 00000 0000000
Barnes Group Aug 2023 00000 0000000
Ensemble Health Partners Jun 2023 00000 0000000
Ensemble Health Partners Jun 2023 00000 0000000
Protective Industrial Products May 2023 00000 0000000
Protective Industrial Products Dec 2021 00000 0000000
TricorBraun Nov 2021 00000 0000000
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Eaton Vance Co-Lenders (558)

Lender Lender Type Lender Location Total Shared Financings Last Shared Financing
3i Group Lender London, United Kingdom 1 00000
40|86 Advisors Lender Carmel, IN 00
ABN AMRO Bank Commercial Bank Amsterdam, Netherlands 00 00000
Abry Partners Lender Boston, MA 0
Acadia Partners Lender Massachusetts, CO 0 00000
AEA Investors Lender New York, NY 0
Aegon Asset Management Lender Baltimore, MD 0 00.000
Aegon USA Investment Management Financing Advisory Cedar Rapids, IA 0 00000
AIG Asset Management (U.S.) Lender New York, NY 1
Aladdin Capital Lender Stamford, CT 2 0000
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Eaton Vance Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Eaton Vance Team (44)

Name Title Related Financings Office Contact
Info
Robert White President & Senior Market Credit Specialist Singapore, Singapore
J. Griffith Noble Managing Director and Co-Head of US Small/Mid Cap Boston, MA
Richard Froio Chief Compliance Officer Boston, MA
Bernie Scozzafava Director of Investment Grade Quantitative Research Boston, MA
Michael McLean Vice President, Co-Director, Portfolio Manager & Equity Analyst Boston, MA
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Eaton Vance Board Members (6)

Name Representing Role Since
James Hawkes Self Chairman 000 0000
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Eaton Vance Subsidiaries (15)

Company Name Industry Location Founded
Eaton Vance National Municipal Opportunities Trust Asset Management Boston, MA 2009
Eaton Vance Tax-Managed Diversified Equity Income Fund Asset Management Boston, MA 0000
Eaton Vance Enhanced Equity Income II Asset Management Boston, MA 0000
Eaton Vance Tax-Managed Buy-Write Income Fund Asset Management Boston, MA 0000
Eaton Vance Enhanced Equity Income Fund Asset Management Boston, MA 0000
You’re viewing 5 of 15 subsidiaries. Get the full list »

Eaton Vance FAQs

  • When was Eaton Vance founded?

    Eaton Vance was founded in 1924.

  • Where is Eaton Vance headquartered?

    Eaton Vance is headquartered in Boston, MA.

  • What is the size of Eaton Vance?

    Eaton Vance total number of employees/professionals is 653.

  • What service provider type is Eaton Vance?

    Eaton Vance's service provider type is Lender.

  • What companies has Eaton Vance invested in or acquired?

    Eaton Vance has invested in or acquired companies like Crossmark, Signal Mountain Networks, and OeP.

  • What are Eaton Vance subsidiaries?

    Eaton Vance National Municipal Opportunities Trust, Eaton Vance Tax-Managed Diversified Equity Income Fund, and Eaton Vance Enhanced Equity Income II are subsidiaries of Eaton Vance.

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