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Covenant Financial Services

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

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

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

Covenant Financial Services Valuation and Funding

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

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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