Bronfman E.L. Rothschild
1997
FOUNDED
PRIVATE
STATUS
91-100
EMPLOYEES
M&A
LATEST DEAL TYPE
(Upcoming)
3
FINANCING ROUNDS
5
INVESTMENTS
Description
Provider of wealth management and financial advisory services. The company offers advisory services for wealthy individuals and families, institutions and retirement plans and services that enable the clients to plan their investments in a proper and goal-oriented manner, thereby increasing their return on investments.
Website
Formerly Known As
Virchow Krause Wealth Management, Baker Tilly Investment Advisors
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Other Industries
Consulting Services (B2B)
Primary Office
- 1 Preserve Parkway
- Suite 610
- Rockville, MD 20852
- United States
+1 (888) 000-0000
Bronfman E.L. Rothschild Valuation and Funding
| Deal Type | Date | Amount | Post-Val | Valuation/ EBITDA |
Debt | Status |
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Request full access to PitchBookBronfman E.L. Rothschild Competitors (1)
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| 000000 000000000 0 | Private Equity-Backed | El Segundo, CA | 0000 | 00000 | 000000000 | 00000 |
Bronfman E.L. Rothschild Investments & Acquisitions (5)
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| 000000 0000000000 | 21-Jun-2017 | 0000 | Restaurants and Bars | ||
| 0000000000 0000000 | 31-Jan-2017 | 0000000000 | Asset Management | 0000 00000 | |
| 000000 0000000000 | 19-Sep-2016 | 0000 | Restaurants and Bars | ||
| 00000000 000000 00 | 11-Aug-2015 | 0000000000 | Thrifts and Mortgage Finance | 00000 000000 | |
| Lake Country Wealth Management | 30-Apr-2015 | Merger/Acquisition | Consulting Services (B2B) | 00000 000000 |
Bronfman E.L. Rothschild Investors
| Investor Name | Investor Type | Holding | Participating Rounds | Investor Since | Board Seat | Contact Info |
|---|
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Request full access to PitchBookBronfman E.L. Rothschild Executive Team (6)
You’re viewing 5 of 6 executives. Get the full list »Bronfman E.L. Rothschild Board Members (3)
| Name | Representing | Role | Since | Contact Info |
|---|---|---|---|---|
| 000000 00000 | Sachs Capital | Board Member | 000 0000 | |
| 0000 0000000000 | Bronfman E.L. Rothschild | Chairman | 000 0000 | |
| 0000000 00000000 | Bronfman E.L. Rothschild | Chairman | 000 0000 |