Davis-Rea Overview
- Year Founded
-
1997
- Status
-
Acquired/Merged
- Latest Deal Type
-
M&A
- Financing Rounds
-
2
- Investments
-
3
Davis-Rea General Information
Description
Provider of wealth management services. The company provides portfolio, wealth, investment management services to businesses and high net worth individuals along with that offers risk management and investment advisory services.
Contact Information
Website
www.davisrea.com
Formerly Known As
Lewis-Rea, D.A.C. Davis Investment Counsel
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Acquirer
Primary Office
- 41A Hazelton Avenue
- Toronto, Ontario M5R 2E3
- Canada
+1 (416) 000-0000
Davis-Rea Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Davis-Rea Executive Team (4)
| Name | Title | Board Seat | Contact Info |
|---|---|---|---|
| John O'Connell | Chairman & Chief Executive Officer | ||
| Don Ritchie | President | ||
| John Johnston Ph.D | Chief Strategist & Executive Vice President |
Davis-Rea Board Members (2)
| Name | Representing | Role | Since |
|---|---|---|---|
| 0000000 00000 | Davis-Rea | Vice Chairman | 000 0000 |
| 0000 0'0000000 | Davis-Rea | Chairman & Chief Executive Officer | 000 0000 |
Davis-Rea Investments & Acquisitions (3)
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| 00000000 000 | 23-Mar-2015 | 00 0000000 | 000.00 | Other Capital Markets/Institutions | 0000 0'00 |
| 0.0.0. 00000 | 01-Jan-1997 | 0000000000 | Asset Management | ||
| Lewis-Rea | 01-Jan-1997 | Merger/Acquisition | Asset Management |
Davis-Rea Exits (1)
| Company Name | Exit Date | Exit Type | Exit Size | Status | Buyers |
|---|---|---|---|---|---|
| 00000000 000 00000 | 23-Mar-2015 | 00 000000000000000 | 000.00 | Completed |
|