Gilman Ciocia Overview

  • Year Founded
  • 1981

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 188

Employees

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 3

  • Investments
  • 8

Gilman Ciocia General Information

Description

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

Contact Information

Formerly Known As
Gilman & Ciocia Inc
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Corporate Office
  • 11 Raymond Avenue
  • Poughkeepsie, NY 12603
  • United States
+1 (800)
Primary Industry
Accounting, Audit and Tax Services (B2B)
Other Industries
Accounting, Audit and Tax Services (B2C)
Asset Management
Brokerage
Corporate Office
  • 11 Raymond Avenue
  • Poughkeepsie, NY 12603
  • United States
+1 (800)

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Gilman Ciocia Valuation & Funding

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

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Gilman Ciocia Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Gilman Ciocia Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Gilman Ciocia Acquisitions (8)

Gilman Ciocia’s most recent deal was a Merger/Acquisition with Hoffman Levy Bengio for . The deal was made on 06-Jan-2011.

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Hoffman Levy Bengio 06-Jan-2011 Merger/Acquisition Accounting, Audit and Tax Services (B2B)
Weiss Advisory Group 27-Jan-2009 Merger/Acquisition Accounting, Audit and Tax Services (B2B)
Kelchlin Business Services 04-Feb-2008 Merger/Acquisition Accounting, Audit and Tax Services (B2B)
Edward W. Halleran Accounting & Tax Service 11-Jan-2008 Merger/Acquisition Accounting, Audit and Tax Services (B2B)
Pittman Consulting Service 04-Dec-2007 Merger/Acquisition Accounting, Audit and Tax Services (B2B)
You’re viewing 5 of 8 acquisitions. Get the full list »

Gilman Ciocia Affiliates

Subsidiaries (1)

Name Industry Location Year Founded
Weiss Advisory Group Mahopac, NY 2003

Gilman Ciocia FAQs

  • When was Gilman Ciocia founded?

    Gilman Ciocia was founded in 1981.

  • Where is Gilman Ciocia headquartered?

    Gilman Ciocia is headquartered in Poughkeepsie, NY.

  • What is the size of Gilman Ciocia?

    Gilman Ciocia has 188 total employees.

  • What industry is Gilman Ciocia in?

    Gilman Ciocia’s primary industry is Accounting, Audit and Tax Services (B2B).

  • Is Gilman Ciocia a private or public company?

    Gilman Ciocia is a Private company.

  • What is the current valuation of Gilman Ciocia?

    The current valuation of Gilman Ciocia is .

  • What is Gilman Ciocia’s current revenue?

    The current revenue for Gilman Ciocia is .

  • How much funding has Gilman Ciocia raised over time?

    Gilman Ciocia has raised $8.85M.

  • Who are Gilman Ciocia’s investors?

    PrimePartners Group, Steel Partners Holdings, and Wynnefield Capital have invested in Gilman Ciocia.

  • When was Gilman Ciocia acquired?

    Gilman Ciocia was acquired on 16-Oct-2013.

  • Who acquired Gilman Ciocia?

    Gilman Ciocia was acquired by National Holdings.

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