M.D. Sass Investors Services Overview

  • Service
  • Lender

  • Year Founded
  • 1972

Year Founded

  • Professionals
  • 56

Professionals

  • Financed Companies
  • 3

  • Financings
  • 2

  • Serviced Investors
  • 5

M.D. Sass Investors Services General Information

Description

M.D Sass Investors Services is an investment management firm based in New York, New York. The firm provides its services to financial institutions, state and local governments, endowment funds, foundations, investment companies, Taft-Hartley funds, pension, and profit-sharing plans, and high-net-worth individuals. M.D. Sass manages separate client-focused equity and fixed-income portfolios along with mutual funds, hedge funds, private equity funds, and funds of funds. Founded in 1972, the firm invests in the public equity, fixed-income, and alternative investment markets of the United States.

Contact Information

Website
www.mdsass.com
Year Founded
1972
Service Provider Type
Lender
Corporate Office
  • 55 West 46th Street
  • 28th Floor
  • New York, NY 10036
  • United States
+1 (212)

M.D. Sass Investors Services Financings

Company Name Financing Date Debt/Deal Date Debt/Deal Amount
Taurus Funds Management Nov 2023
Washington Group International May 2001
To view M.D. Sass Investors Services’s complete services to companies history, request access »

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M.D. Sass Investors Services Co-Lenders (8)

Lender Lender Type Lender Location Total Shared Financings Last Shared Financing
Bank of America Commercial Bank Charlotte, NC 1
BMO Financial Group Commercial Bank Toronto, Canada
Cerberus Capital Management Lender New York, NY
Credit Suisse First Boston Investment Bank London, United Kingdom
Franklin Templeton (San Mateo) Lender San Mateo, CA
Heller Financial Lender Chicago, IL
Lehman Brothers Investment Bank New York, NY 1
Oppenheimer & Company Investment Bank New York, NY 1
To view M.D. Sass Investors Services’s complete co-lenders history, request access »

M.D. Sass Investors Services Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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M.D. Sass Investors Services Affiliates

Subsidiaries (2)

Name Industry Location Year Founded
M.D. Sass-Macquarie Financial Strategies New York, NY 2004
M.D. Sass Associates Employees Profit Sharing Plan New York, NY 1976

M.D. Sass Investors Services FAQs

  • When was M.D. Sass Investors Services founded?

    M.D. Sass Investors Services was founded in 1972.

  • Where is M.D. Sass Investors Services headquartered?

    M.D. Sass Investors Services is headquartered in New York, NY.

  • What is the size of M.D. Sass Investors Services?

    M.D. Sass Investors Services total number of employees/professionals is 56.

  • What service provider type is M.D. Sass Investors Services?

    M.D. Sass Investors Services's service provider type is Lender.

  • What companies has M.D. Sass Investors Services invested in or acquired?

    M.D. Sass Investors Services has invested in or acquired companies like Fortress Wealth Planning, Hightower Advisors, and AMERRA Capital Management.

  • What are M.D. Sass Investors Services subsidiaries?

    M.D. Sass-Macquarie Financial Strategies and M.D. Sass Associates Employees Profit Sharing Plan are subsidiaries of M.D. Sass Investors Services.

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