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Advisory Research

Advisory Research
1974 FOUNDED
M&A STATUS
91-100 EMPLOYEES
M&A LATEST DEAL TYPE
3 FINANCING ROUNDS
1 INVESTMENTS
Description

Provider of money management services, serving the equity and fixed income investment needs of both institutional and high-net-worth investors. The company manages over $6.3 billion in total assets for some of the nation's wealthiest individuals, numerous privately-held companies, university endowments, private and public foundations, and pension and profit-sharing plans. It uses a long-term and value-based investment style, coupled with a traditional, bottom-up approach to security analysis.

Ownership Status
Acquired/Merged
Financing Status
Formerly PE-Backed
Primary Industry
Asset Management
Primary Office
  • Two Prudential Plaza
  • 180 North Stetson Avenue, Suite 5500
  • Chicago, IL 60601
  • United States

+1 (312) 000-0000

Advisory Research Valuation and Funding

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

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Advisory Research Acquisitions (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
00000 0000000 0000 22-Aug-2016 000000000000000000 Asset Management 00000 00000000
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Advisory Research Former Investors

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

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Advisory Research Executive Team (35)

Name Title Board
Seat
Contact
Info
Chris Crawshaw President & Chief Executive Officer
Susan Steiner Chief Compliance Officer & Managing Director
James Cunnane Jr. Managing Director & Chief Investment Officer
Bruce Zessar JD Managing Director & Portfolio Manager
Christopher Harvey Managing Director & Portfolio Manager

6 Former Executives

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Advisory Research Board Members (1)

Name Representing Role Since Contact
Info
0000000 00000 Advisory Research Managing Director, Portfolio Manager & Executive Committee Chair 000 0000