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Financial Focus

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.

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

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Financial 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
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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)
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Financial Focus Exits (1)

Company Name Exit Date Exit Type Exit Size Status Buyers
000000000 0 000000 01-Jan-2003 000000000000000000 Completed
  • 000000000 00000
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Financial Focus Subsidiaries (1)

Company Name Industry Location Founded
000 00000000 LP Consultants Pittsford, NY 0000
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Financial Focus Executive Team (2)

Name Title Board
Seat
Contact
Info
Susan John Founder & President
Kristen Madden Vice President & Chief Operating Officer