Financial Focus
1995
FOUNDED
M&A
STATUS
M&A
LATEST DEAL TYPE
1
FINANCING ROUNDS
1
INVESTMENTS
Description
Provider of financial planning services in Wolfeboro, New Hampshire. The company's services include life insurance, passing an heirloom property to the next generation, funding your children's college education, retirement income strategy, paying off college loans and planning for second career, enabling customers to address significant financials challenges in their personal lives.
Website
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Other Financial Services
Acquirer
F.L.Putnam Investment Management Company
Primary Office
- 40 Mill Street
- PO Box 2250
- Wolfeboro, NH 03894
- United States
Financial Focus Valuation and Funding
| Deal Type | Date | Amount | Post-Val | Valuation/ EBITDA |
Debt | Status |
|---|
This information is reserved for PitchBook Platform users. To explore Financial Focus‘s full profile, request access.
Request full access to PitchBookFinancial Focus Competitors (4)
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Clarfeld Financial Advisors | Formerly PE-Backed | Tarrytown, NY | 00 | 000000&0 | ||
| 00000000 0000 0000 | Private Equity-Backed | Northbrook, IL | 00 | 000000000000 | ||
| 000000000 & 000000 | Private Equity-Backed | Traverse City, MI | 00 | 000000000000 | ||
| 00000 0000000000 0 | Private Equity-Backed | Portland, OR | 000000000000 |
Financial Focus Acquisitions (1)
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| 000000000 0 000000 | 01-Jan-2003 | 000000000000000000 | Accounting, Audit and Tax Services (B2B) |
Financial Focus Exits (1)
| Company Name | Exit Date | Exit Type | Exit Size | Status | Buyers |
|---|---|---|---|---|---|
| 000000000 0 000000 | 01-Jan-2003 | 000000000000000000 | Completed |
|
Financial Focus Subsidiaries (1)
| Company Name | Industry | Location | Founded |
|---|---|---|---|
| 000 00000000 | LP Consultants | Pittsford, NY | 0000 |