Davis-Rea Overview

  • Founded
  • 1997
Founded
  • 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. It also provides risk management and investment advisory services.

Contact Information

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
Other Industries
Investment Banks
Acquirer
Primary Office
  • P.O. Box 239
  • Toronto, Ontario M5K 1J3
  • Canada
+1 (416) 000-0000
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Davis-Rea Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Davis-Rea Executive Team (4)

Name Title Board Seat Contact Info
John O'Connell Chairman & Chief Executive Officer
Zachary Curry Chief Operating Officer & Portfolio Manager
John Johnston Ph.D Chief Strategist & Executive Vice President
John O'Connell Chief Executive Officer & Chairman
To view Davis-Rea’s complete executive team members history, request access »

Davis-Rea Board Members (3)

Name Representing Role Since
0000000 00000 Davis-Rea Vice Chairman 000 0000
0000 0'0000000 Self Chief Executive Officer & Chairman 000 0000
0000 0'0000000 Davis-Rea Chairman & Chief Executive Officer 000 0000
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Davis-Rea Investments & Acquisitions (3)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
00000000 000 00000 23-Mar-2015 00 000000000000000 000.00 Other Capital Markets/Institutions 0000 0'0000000
0.0.0. 00000 00000 01-Jan-1997 000000000000000000 Asset Management
Lewis-Rea 01-Jan-1997 Merger/Acquisition Asset Management
To view Davis-Rea’s complete investments and acquisitions history, request access »