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UVEST Financial Services

1982 FOUNDED
M&A STATUS
201-300 EMPLOYEES
Buyout/LBO LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of third-party investment and insurance services to community and regional banks. The company offers quality investment and insurance programs to financial institutions. UVEST is a registered broker dealer and is an NASD/SIPC member firm. It delivers customized solutions to over 300 financial institutions in more than 40 states. It provides program management, product expertise, advanced technology, and superior services for each client.

Website
Ownership Status
Acquired/Merged
Financing Status
Formerly PE-Backed
Primary Industry
Specialized Finance
Other Industries
Other Insurance
Acquirer
Primary Office
  • 200 South College Street
  • 21st Floor
  • Charlotte, NC 28202
  • United States

+1 (704) 000-0000

UVEST Financial Services Valuation and Funding

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

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UVEST Financial Services Executive Team (5)

Name Title Board
Seat
Contact
Info
James McGuire Chief Compliance Officer
Andy Barksdale Senior Vice President
Michael Vines Senior Vice President
Denise Abood SVP, Finance, Compliance, Technology, Human Resources, & Mortgage Services
Dan Arnold JD President & Chief Executive Officer