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Strategic Investment Solutions

Strategic Investment Solutions
1994 FOUNDED
M&A STATUS
21-30 EMPLOYEES
M&A LATEST DEAL TYPE
3 FINANCING ROUNDS
Description

Provider of investment consultancy services. The company is engaged in providing markets investment, strategic planning and investment management services. It serves institutional investors such as public and corporate pension funds, foundations and endowments, and family offices.

Website
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Consulting Services (B2B)
Acquirer
Primary Office
  • 333 Bush Street
  • Suite 2000
  • San Francisco, CA 94104
  • United States

Strategic Investment Solutions Valuation and Funding

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

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Strategic Investment Solutions Former Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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Strategic Investment Solutions Executive Team (23)

Name Title Board
Seat
Contact
Info
Barry Dennis Chief Executive Officer, Managing Director, Chairman & Co-Founder
David Cooper Consultant
Margaret Jadallah Senior Vice President & senior consultant
Lou Kingsland Jr. Senior Advisor
Curt Smith Senior Vice President

10 Former Executives

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