Ozark Trust and Investment Overview
- Year Founded
-
1998
- Status
-
Acquired/Merged
- Latest Deal Type
-
M&A
- Financing Rounds
-
1
Ozark Trust and Investment General Information
Description
Operator of trust and investment management enterprise. The company provides a range of services, including customized portfolio strategies, consultation on investment tax implications, services in revocable and irrevocable trusts, IRA rollovers or transfers, successor trustee services and investment record-keeping activities.
Contact Information
Website
www.trustcompanyozarks.com
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Acquirer
Primary Office
- 1517 East Bradford Parkway
- Springfield, MO 65804
- United States
Ozark Trust and Investment Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|