Beacon Hill Investment Advisory Overview
- Year Founded
-
2008
- Status
-
Private
- Latest Deal Type
-
PE Growth
- Financing Rounds
-
1
- Investments
-
2
Beacon Hill Investment Advisory General Information
Description
Operator of a boutique investment management firm. The company offers retirement planning, financial and investment management schemes through its fiduciary services, cost reduction, superior fund line-up as well as open architecture and increased employee education enabling clients to fill insurance gaps, finances needs, reduce taxes, and streamline their business.
Contact Information
Website
www.beaconhilladvisory.com
Ownership Status
Privately Held (backing)
Financing Status
Formerly PE-Backed
Primary Industry
Asset Management
Other Industries
Other Financial Services
Primary Office
- 5500 Frantz Road
- Suite 153
- Dublin, OH 43017
- United States
+1 (614) 000-0000
Beacon Hill Investment Advisory Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Beacon Hill Investment Advisory Executive Team (3)
| Name | Title | Board Seat | Contact Info |
|---|---|---|---|
| Mark Fissel | Partner & Co-Founder | ||
| Clint Edgington | Partner | ||
| William Shorthill | Advisor |
Beacon Hill Investment Advisory Investments & Acquisitions (2)
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| 0000000 00000 | 18-Jan-2017 | 00000 0000 | Industrial Chemicals | ||
| W.B. Shorthill & Associates | 20-Jun-2012 | Merger/Acquisition | Consulting Services (B2B) | 0000 0000 |