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Lincluden Investment Management

Lincluden Investment Management
1982 FOUNDED
M&A STATUS
11-20 EMPLOYEES
M&A LATEST DEAL TYPE
3 FINANCING ROUNDS
Description

Provider of investment advisory services. The company engages in offering portfolio management, investment management, financial advisory and financial planning services.

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Consulting Services (B2B)
Other Industries
Other Commercial Services
Acquirer
Primary Office
  • 1275 North Service Road West
  • Suite 607
  • Oakville, Ontario L6M 3G4
  • Canada

+1 (905) 000-0000

Lincluden Investment Management Valuation and Funding

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

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Lincluden Investment Management Former Investors

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

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Lincluden Investment Management Executive Team (4)

Name Title Board
Seat
Contact
Info
Philip Evans President & Chief Executive Officer
Peter Chin Vice President & Portfolio Manager, Equities
James Lampard Vice President

1 Former Executive

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