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Boatsman Gillmore Wagner

2012 FOUNDED
PRIVATE STATUS
11-50 EMPLOYEES
Platform LATEST DEAL TYPE
1 FINANCING ROUNDS
2 INVESTMENTS
Description

Provider of business advisory and certified public accounting services. The company offers tax planning, federal and local tax compliance, tax research, business valuations, audits, due diligence, strategic planning and estate planning services.

Ownership Status
Privately Held (backing)
Financing Status
Corporate Backed or Acquired
Primary Industry
Accounting, Audit and Tax Services (B2B)
Other Industries
Consulting Services (B2B)
Primary Office
5970 Fairview Road
Suite 402
Charlotte, NC 28210
United States

Boatsman Gillmore Wagner Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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Boatsman Gillmore Wagner Investments & Acquisitions (2)

Company Name Date Type Deal Size Industry Lead Partner
000 000 01-Nov-2012 000000 00 000000 Accounting, Audit and Tax Services (B2B) 00000 000000
Wagner Noble & Company 01-Nov-2012 Merger of Equals Accounting, Audit and Tax Services (B2B)
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Boatsman Gillmore Wagner Executive Team (1)

Name Title Board
Seat
Contact
Info
Larry Wagner Founder, Owner & Managing Partner