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NorthStar Financial Services Group

NorthStar Financial Services Group
2003 FOUNDED
PRIVATE STATUS
801-900 EMPLOYEES
Debt LATEST DEAL TYPE
3 FINANCING ROUNDS
2 INVESTMENTS
Description

Operator of a holding company. The company focuses on delivering technology, outsourced financial services, and investment management to its clients including asset management, pooled investment solutions, portfolio accounting, fund distribution and compliance, printing and marketing services, accounting, human resources, and sales leadership.

Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Holding Companies
Primary Office
  • 17605 Wright Street
  • Omaha, NE 68130
  • United States

+1 (402) 000-0000

NorthStar Financial Services Group Valuation and Funding

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

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NorthStar Financial Services Group Investments (2)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000 0000000000 25-May-2018 0000000000 00000 Other Financial Services
Arbor Point Advisors 01-Jan-2012 Joint Venture Consulting Services (B2B)
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NorthStar Financial Services Group Subsidiaries (2)

Company Name Industry Location Founded
FTJ FundChoice Other Financial Services Hebron, KY 2001
00000 0000000 0000 Financial Software Omaha, NE 0000
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NorthStar Financial Services Group Investors

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

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NorthStar Financial Services Group Executive Team (4)

Name Title Board
Seat
Contact
Info
Daniel Applegarth Chief Financial Officer
Brad Burgess Chief Technical Officer
Michael Forker JD Chief Compliance Officer

1 Former Executive

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NorthStar Financial Services Group Board Members (4)

Name Representing Role Since Contact
Info
000 0000 NorthStar Financial Services Group Chairman 000 0000
0. 000 00000 TA Associates Management Board Member 000 0000
0000 00000000 TA Associates Management Board Member 000 0000

1 Former Board Member

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