Washington Financial Group Overview

  • Founded
  • 1983
Founded
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 1
  • Investments
  • 1

Washington Financial Group General Information

Description

Provider of retirement planning and wealth management services. The company offers fiduciary services, comprehensive planning, financial planning, wealth advisory, investment management services.

Contact Information

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Primary Industry
Other Financial Services
Other Industries
Insurance Brokers
Parent Company
Primary Office
  • 8300 Greensboro Drive
  • Suite 700
  • McLean, VA 22102
  • United States
+1 (703) 000-0000
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Washington Financial Group Valuation & Funding

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

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Washington Financial Group Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Provider of retirement planning and wealth management services. The company offers fiduciary services, comprehensive pla
Other Financial Services
McLean, VA
000000000000

000 0000

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00000-0000 000000000
Deerfield, IL
000000000000
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Washington Financial Group Competitors (1)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
000 000000000 Private Equity-Backed Deerfield, IL 000000000000
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Washington Financial Group Executive Team (2)

Name Title Board Seat Contact Info
Joe Denoyior Chief Executive Officer & Managing Partner
Joe Kanka Chief Operating Officer
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Washington Financial Group Acquisitions (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000 0000000000 31-Mar-2015 000000000000000000 Other Financial Services 000 00000000
To view Washington Financial Group’s complete acquisitions history, request access »

Washington Financial Group Exits (1)

Company Name Exit Date Exit Type Exit Size Status Buyers
000000 0000000000 31-Mar-2015 000000000000000000 Completed
  • 8 buyers
To view Washington Financial Group’s complete exits history, request access »