Profile Previews

Get a glimpse into our company and investor data—powered by the PitchBook Platform

WFG Capital Advisors

1996 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of financial advisory services intended to deliver unsurpassed industry knowledge. The company's financial advisory services include investment banking, business valuation, merger advisory, strategic planning and consulting services for the insurance industry, enabling them to successfully grow their business.

Website
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Investment Banks
Other Industries
Other Capital Markets/Institutions
Acquirer
Primary Office
  • 100 Pine Street
  • Suite 100
  • Harrisburg, PA 17101
  • United States

WFG Capital Advisors Valuation and Funding

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

This information is reserved for PitchBook Platform users. To explore WFG Capital Advisors‘s full profile, request access.

Request full access to PitchBook

WFG Capital Advisors Executive Team (1)

Name Title Board
Seat
Contact
Info
Robert Lieblein President & Chief Executive Officer