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GW & Wade

GW & Wade
1986 FOUNDED
M&A STATUS
61-70 EMPLOYEES
Buyout/LBO LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of investment management services. The company provides wealth management services including income tax planning, retirement and education fund planning and estate and trust services.

Website
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Formerly PE-Backed
Primary Industry
Asset Management
Parent Company
Primary Office
  • 540 Cowper Street
  • Palo Alto, CA 94301
  • United States

+1 (650) 000-0000

GW & Wade Valuation and Funding

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

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GW & Wade Executive Team (16)

Name Title Board
Seat
Contact
Info
Roger Wade JD Founding Partner & Principal
Michael Glor JD Founding Partner & Counselor
Darren Norton JD Principal
David Brodsky JD Principal
Eric Rosenberg JD Principal

3 Former Executives

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