Bronfman E.L. Rothschild Overview
- Year Founded
-
1997
- Status
-
Acquired/Merged
- Employees
-
100
- Latest Deal Type
-
M&A
- Financing Rounds
-
3
- Investments
-
5
Bronfman E.L. Rothschild General Information
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.
Contact Information
Website
www.belr.com
Formerly Known As
Virchow Krause Wealth Management, Baker Tilly Investment Advisors
Ownership Status
Acquired/Merged
Financing Status
Formerly PE-Backed
Primary Industry
Other Financial Services
Other Industries
Asset Management
Acquirer
Primary Office
- 1 Preserve Parkway
- Suite 610
- Rockville, MD 20852
- United States
Bronfman E.L. Rothschild Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Bronfman E.L. Rothschild Comparisons
Description
Primary
Industry
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Financing
Details
Provider of wealth management and financial advisory services. The company offers advisory services for wealthy individu
Other Financial Services
Rockville, MD
100
As of 2019
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Saint Louis, MO
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Overland Park, KS
0000
As of 0000
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Add Comparison
Bronfman E.L. Rothschild Competitors (27)
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Edward Jones | Venture Capital-Backed | Saint Louis, MO | 00000 | 00000 | 0000000000 0 | 00000 |
| 00000000 00000000 | Private Equity-Backed | Overland Park, KS | 0000 | 00.000 | 000000000 | 00.000 |
| 000000 00000000000 | Formerly PE-Backed | Camas, WA | 0000 | 000 | 00000000000 | 000 |
| 000000 00000000 | Private Equity-Backed | Denver, CO | 000 | 00000 | 0000000 0000 | 00000 |
| 0000, 000000 & 000 | Private Equity-Backed | Washington, DC | 00 | 000000000000 |
Bronfman E.L. Rothschild Signals
Growth Rate
0.80%
Weekly
Growth
Growth
Weekly Growth
0.80%, 93rd %
-35.5%.
530%
Size Multiple
219x
Median
Size Multiple
219x, 100th %ile
0.00x
0.95x.
413Kx
Key Data Points
Twitter Followers
5.5k
Similarweb Unique Visitors
15.0K
Majestic Referring Domains
314
Bronfman E.L. Rothschild Former Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|
Bronfman E.L. Rothschild Investments & Acquisitions (5)
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| Pollo Operations | 21-Jun-2017 | 0000 | Restaurants and Bars | ||
| TriCapital Advisors | 31-Jan-2017 | 0000000000 | Asset Management | 0000 0000 | |
| Pollo Operations | 19-Sep-2016 | 0000 | Restaurants and Bars | ||
| Highline Wealth Management | 11-Aug-2015 | 0000000000 | Thrifts and Mortgage Finance | 00000 000 | |
| Lake Country Wealth Management | 30-Apr-2015 | Merger/Acquisition | Consulting Services (B2B) | 00000 000 |
Bronfman E.L. Rothschild Exits (2)
| Company Name | Exit Date | Exit Type | Exit Size | Status | Buyers |
|---|---|---|---|---|---|
| Pollo Operations | 21-Jun-2017 | 0000 | Completed |
|
|
| Pollo Operations | 19-Sep-2016 | PIPE | Completed |
|