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WealthTrust (acquired)

WealthTrust (acquired)
1997 FOUNDED
M&A STATUS
101-200 EMPLOYEES
Debt LATEST DEAL TYPE
5 FINANCING ROUNDS
4 INVESTMENTS
Description

Provider of investment advisory and asset management services intended to support and deliver the highest level of client service at every point of engagement. The company provides their affiliates with a broad set of administrative functions that include compliance, finance, human resources, technology and information technology (IT) enabling them to devote their full attention to helping clients achieve their financial goals.

Formerly Known As
Wealthee
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Other Industries
Other Financial Services
Specialized Finance
Parent Company
Primary Office
  • 600 Travis Street
  • Suite 5900
  • Houston, TX 77002
  • United States

+1 (713) 000-0000

WealthTrust (acquired) Valuation and Funding

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

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WealthTrust (acquired) Investments (4)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000 000000000 0 31-Oct-2008 0000000000 Asset Management 0000 000000
00000000000 000000 14-Nov-2007 0000000000 Asset Management 0000 000000
00000 00000 000000 02-Nov-2007 0000000000 Asset Management 0000 000000
Fairport Wealth 02-Nov-2007 Buyout/LBO Asset Management 0000 000000
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WealthTrust (acquired) Exits (1)

Company Name Exit Date Exit Type Exit Size Status Buyers
000000 000000000 0 31-Oct-2008 0000000000 Completed
  • 2 buyers
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WealthTrust (acquired) Subsidiaries (2)

Company Name Industry Location Founded
WealthTrust Arizona Asset Management Scottsdale, AZ 1996
00000000 000000 Asset Management Cleveland, OH 0000
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WealthTrust (acquired) Former Investors

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

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WealthTrust (acquired) Executive Team (8)

Name Title Board
Seat
Contact
Info
Holly Deem Chief Executive Officer

7 Former Executives

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