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Mutual

M&A STATUS
Buyout/LBO LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Owner and operator of financial planning company that offers retirement, estate, and insurance advisory services. The company also provides services like tax preparation and planning, risk management, and asset allocation.

Ownership Status
Acquired/Merged
Financing Status
Formerly PE-Backed
Primary Industry
Accounting, Audit and Tax Services (B2C)
Other Industries
Other Financial Services
Primary Office
  • 3505 Veterans Memorial Highway
  • Suite d
  • Islip, NY 11779
  • United States

+1 (631) 000-0000

Mutual Valuation and Funding

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

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Mutual Executive Team (2)

Name Title Board
Seat
Contact
Info
William Devine Chief Executive Officer
Raymond Menna President