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Bronfman E.L. Rothschild

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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Bronfman 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
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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
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Bronfman E.L. Rothschild Investors

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

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Bronfman E.L. Rothschild Executive Team (6)

Name Title Board
Seat
Contact
Info
Neal Simon Chief Executive Officer, Principal and Board Member
Michael LaMena President & Chief Operating Officer
Bruce Laning Managing Director, Co-Chief Investment Officer and Principal
William Schwartz Managing Director, Co-Chief Investment Officer, Principal and Board Member
Mark Schwartz Managing Director
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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