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HoyleCohen

HoyleCohen
2001 FOUNDED
M&A STATUS
21-30 EMPLOYEES
Buyout/LBO LATEST DEAL TYPE
1 FINANCING ROUNDS
1 INVESTMENTS
Description

Provider of wealth management and estate planning services for affluent families. The company also offers its clients with specialized programs for retirement planning, investment management, risk management and legacy planning.

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Formerly PE-Backed
Primary Industry
Asset Management
Other Industries
Specialized Finance
Parent Company
Primary Office
  • 9350 Waxie Way
  • Suite 500
  • San Diego, CA 92123
  • United States

+1 (858) 000-0000

HoyleCohen Valuation and Funding

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

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HoyleCohen Competitors (3)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
United Capital Financial Partners Formerly PE-Backed Newport Beach, CA 000 0000 000000&0 0000
000000000 00000000 Private Equity-Backed Wilmington, DE 000000000000
0000 000000000 000 Corporation
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HoyleCohen Acquisitions (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000 00000 00000 19-Jun-2017 000000000000000000 Asset Management 0000 0000000
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HoyleCohen Executive Team (8)

Name Title Board
Seat
Contact
Info
Mark Delfino Chief Executive Officer & Senior Managing Director
Troy Waters Chief Operating Officer & Managing Director
Bruce Berti Director, Firm Administration and Finance
Joseph Cohen Founding Partner
Kevin Hoyle Founding Partner

2 Former Executives

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