Lara Shull & May Overview

  • Founded

  • 1981

Founded
  • Status

  • Acquired/​Merged

  • Latest Deal Type

  • Buyout/​LBO

  • Financing Rounds

  • 1

Lara Shull & May General Information

Description

Provider of wealth management, financial planning, tax, and estate planning services. The company provides services to individuals, trusts, businesses, and non-profits making organizations.

Contact Information

Website
www.larashullmay.com
Ownership Status
Acquired/Merged
Financing Status
Formerly PE-Backed
Primary Industry
Other Financial Services
Acquirer
Focus Financial Partners
Primary Office
  • 7600 Leesburg Pike
  • Suite 120
  • Dranesville, VA 22043
  • United States
+1 (703) 000-0000

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Lara Shull & May Valuation & Funding

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

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Lara Shull & May Executive Team (11)

Name Title Board Seat Contact Info
Ronald Lara Founder & President
Frank Shull IV Partner & Vice President
Jack May Executive Vice President
Ryan Joyce Financial Advisor & Branch Office Manager
Jason Colburn Financial Advisor
You’re viewing 5 of 11 executive team members. Get the full list »