Overlake Partners Overview

  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

Overlake Partners General Information

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.

Contact Information

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
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Overlake Partners Valuation & Funding

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

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Overlake Partners Executive Team (1)

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