Description
Provider of financial advisory services. The company specializes in providing actuarial advisory, financial planning, wealth management, tax planning, mortgage and other advisory services to its clients.
Contact Information
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
---|
Name | Title | Board Seat | Contact Info |
---|---|---|---|
Andrew Fay | Founder & Chief Executive Officer |
Name | Representing | Role | Since |
---|---|---|---|
0000 0000000 | Self | Chairman & Board Member | 000 0000 |
Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
---|---|---|---|---|---|
000 000000000 | 28-Nov-2007 | 0000000000 | 000.00 | Other Financial Services | 000000 00 |