M.D. Sass Investors Services Overview
- Service
-
Lender
- Year Founded
-
1972
- Professionals
-
56
- 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.comYear Founded
Corporate Office
- 55 West 46th Street
- 28th Floor
- New York, NY 10036
- United States
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 |
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 |
M.D. Sass Investors Services Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
|---|
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
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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.
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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.
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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.
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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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