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Raymond James Investment Services

Raymond James Investment Services
1999 FOUNDED
M&A STATUS
91-100 EMPLOYEES
2ndary - Private LATEST DEAL TYPE
2 FINANCING ROUNDS
2 INVESTMENTS
Description

Provider of wealth management and investment management services. The company provides business support and consulting services to independent wealth managers to own and operate their own wealth management practice businesses.

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Other Industries
Other Commercial Services
Consulting Services (B2B)
Parent Company
Primary Office
  • 77 Cornhill
  • London EC3V 3QQ
  • England, United Kingdom

+44 020 0000 0000

Raymond James Investment Services Valuation and Funding

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

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Raymond James Investment Services Investments & Acquisitions (2)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000 00000 00000 10-Feb-2011 000000000000000000 Asset Management
1000mercis Group 18-Jan-2010 PIPE Systems and Information Management
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Raymond James Investment Services Former Investors

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

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Raymond James Investment Services Executive Team (3)

Name Title Board
Seat
Contact
Info
Peter Moores Chief Executive Officer
Naz Islam Chief Financial Officer
Sean Naylen Managing Director, Investment Banking