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CapGroup Advisors

CapGroup Advisors
1983 FOUNDED
M&A STATUS
11-20 EMPLOYEES
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of wealth management advisory services. The company offers wealth management, investment management, financial planning and fiduciary consulting services.

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Consulting Services (B2B)
Other Financial Services
Acquirer
Primary Office
  • 7100 Forest Avenue
  • Suite 301
  • Richmond, VA 23226
  • United States

CapGroup Advisors Valuation and Funding

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

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CapGroup Advisors Executive Team (1)

Name Title Board
Seat
Contact
Info
Richard Smith Founder & Chairman

CapGroup Advisors Board Members (1)

Name Representing Role Since Contact
Info
0000000 00000 CapGroup Advisors Founder & Chairman 000 0000