Covenant Financial Services

Covenant Financial Services Overview

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

Covenant Financial Services General Information

Description

Provider of wealth management services. The company is primarily engaged in providing tax management, investment management, retirement strategies, insurance and other advisory services.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Acquirer
Covenant Multifamily Offices
Primary Office
  • 210 Park Avenue
  • Suite 3000
  • Oklahoma City, OK 73102
  • United States
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Covenant Financial Services Valuation & Funding

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

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Covenant Financial Services Executive Team (3)

Name Title Board Seat Contact Info
Steve Hartman Chief Operating Officer
Steve Shafer Chief Investment Officer
Scott Duncan Founder & Senior Vice President, Client Relations & Advanced Planning