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Wilbanks Smith & Thomas Asset Management

Wilbanks Smith & Thomas Asset Management
1990 FOUNDED
PRIVATE STATUS
PE Growth LATEST DEAL TYPE
1 FINANCING ROUNDS
1 INVESTMENTS
Description

Operator of an asset management firm. The company primarily provides capital management, asset management and wealth management services to individual as well as institutional investors. It also offers financial advisory services to its clients.

Website
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Primary Office
  • 150 West Main Street
  • Suite 1700
  • Norfolk, VA 23510
  • United States

+1 (757) 000-0000

Wilbanks Smith & Thomas Asset Management Valuation and Funding

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

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Wilbanks Smith & Thomas Asset Management Competitors (8)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Sheridan Road Financial Private Equity-Backed Northbrook, IL 00 000000000000
00000000 000000 00 Corporate Backed or Acquired Austin, TX 000000&0
000000000 & 000000 Private Equity-Backed Traverse City, MI 00 000000000000
00000 0000000000 0 Private Equity-Backed Portland, OR 000000000000
0000 000000 000000 Private Equity-Backed Austin, TX 000000000000
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Wilbanks Smith & Thomas Asset Management Investments (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000 31-Jan-2011 00000 00000 00 00.00 Business/Productivity Software
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Wilbanks Smith & Thomas Asset Management Exits (1)

Company Name Exit Date Exit Type Exit Size Status Buyers
000000 31-Jan-2011 00000 00000 00 00.00 Completed
  • 16 buyers
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Wilbanks Smith & Thomas Asset Management Investors

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

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Wilbanks Smith & Thomas Asset Management Executive Team (6)

Name Title Board
Seat
Contact
Info
Theresa Garber Chief Financial Officer & Chief Operating Officer
Wayne Wilbanks Co-Founder, Managing Principal, Portfolio Manager, Co-Chief Investment Officer and Chairman
Roger Scheffel Jr. Principal, Portfolio Manager & Co-Chief Investment Officer
Sarah Larkin Director, Performance Services

2 Former Executives

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