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Overlake Partners

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

Provider of financial advisory services. The company primarily focuses on wealth management, asset allocation, tax efficiency, risk management and liquidity, financial planning and advisory services.

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Consulting Services (B2B)
Other Industries
Other Commercial Services
Primary Office
  • 35-100th Avenue North East
  • Bellevue, WA 98004
  • United States

Overlake Partners Valuation and Funding

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

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Overlake Partners Executive Team (1)

Name Title Board
Seat
Contact
Info
John Wilbourne Founder, Principal & Wealth Manager