Profile Previews

Get a glimpse into our company and investor data—powered by the PitchBook Platform

Gilman Ciocia

Gilman Ciocia
1981 FOUNDED
M&A STATUS
301-400 EMPLOYEES
M&A LATEST DEAL TYPE
3 FINANCING ROUNDS
7 INVESTMENTS
Description

Provider of tax return preparation services. The company offers financial planning services, including securities brokerage, investment management services, insurance and asset management services.

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Accounting, Audit and Tax Services (B2B)
Other Industries
Asset Management
Brokerage
Accounting, Audit and Tax Services (B2C)
Primary Office
  • 11 Raymond Avenue
  • Poughkeepsie, NY 12603
  • United States

+1 (800) 000-0000

Gilman Ciocia Valuation and Funding

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

This information is reserved for PitchBook Platform users. To explore Gilman Ciocia‘s full profile, request access.

Request full access to PitchBook

Gilman Ciocia Acquisitions (7)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000000 0000 00000 06-Jan-2011 000000000000000000 00.00 Accounting, Audit and Tax Services (B2B) 0000000 0000
00000 00000000 000 27-Jan-2009 000000000000000000 Accounting, Audit and Tax Services (B2B) 0000000 0000
00000000 00000000 04-Feb-2008 000000000000000000 Accounting, Audit and Tax Services (B2B) 0000000 0000
000000 0. 00000000 11-Jan-2008 000000000000000000 Accounting, Audit and Tax Services (B2B) 0000000 0000
Pittman Consulting Service 04-Dec-2007 Merger/Acquisition Accounting, Audit and Tax Services (B2B) 0000000 0000
To view this company’s complete investment and acquisition history, request access »

Gilman Ciocia Subsidiaries (1)

Company Name Industry Location Founded
00000 00000000 000 Accounting, Audit and Tax Services (B2B) Mahopac, NY 0000
To view this company’s complete subsidiary history, request access »

Gilman Ciocia Former Investors

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

This information is reserved for PitchBook Platform users. To explore Gilman Ciocia‘s full profile, request access.

Request full access to PitchBook

Gilman Ciocia Executive Team (6)

Name Title Board
Seat
Contact
Info
Michael Ryan President, Director & Chief Executive Officer
Maureen Abbate Chief Accounting Officer, Treasurer & Chief Financial Officer
Daniel Bengio Vice President, Tax & Accounting Services

3 Former Executives

You’re viewing 3 of 6 executives. Get the full list »