MarksNelson Overview

  • Year Founded
  • 1968

Year Founded

  • Status
  • Private

  • Employees
  • 150


  • Latest Deal Type
  • PE Growth

  • Financing Rounds
  • 2

  • Investments
  • 4

MarksNelson General Information


Provider of accounting and business advisory services intended to transform business relationships into trusted partnerships. The company offers accounting services, tax advisory services, enterprise resource solutions, tax planning, economic development solutions and other related services, thereby helping clients to safeguard and grow their businesses.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Accounting, Audit and Tax Services (B2B)
Corporate Office
  • 6800 West 115th Street
  • Suite 3511
  • Overland Park, KS 66211
  • United States
+1 (816) 000-0000

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MarksNelson Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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MarksNelson Executive Team (9)

Name Title Board Seat Contact Info
David Kaseff JD Chief Financial Officer and Partner, Insurance
Anne Leal Chief Operating Officer & Partner
Josh Beck Managing Partner
Matt Ahrens Chief Investment Officer & Partner
Brandi DiGiorgio Partner, Assurance & Business Advisory Services and Member
You’re viewing 5 of 9 executive team members. Get the full list »

MarksNelson Signals

Growth Rate

0.80% Weekly
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers


Similarweb Unique Visitors


Majestic Referring Domains


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MarksNelson Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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MarksNelson Acquisitions (4)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Integrity Advisory 15-Jul-2022 0000000000 Other Financial Services 0000 0000
Blue Ocean Consulting 08-Jan-2018 0000000000 IT Consulting and Outsourcing 0000 0000
Marsh & Company 16-Nov-2015 0000000000 Accounting, Audit and Tax Services (B2B) 0000 0000
Community EDGE 07-Jul-2015 Merger/Acquisition Consulting Services (B2B) 0000 0000
To view MarksNelson’s complete acquisitions history, request access »

MarksNelson Subsidiaries (1)

Company Name Industry Location Founded
Springline Advisory Accounting, Audit and Tax Services (B2B) Dallas, TX 0000
To view MarksNelson’s complete subsidiaries history, request access »

MarksNelson FAQs

  • When was MarksNelson founded?

    MarksNelson was founded in 1968.

  • Where is MarksNelson headquartered?

    MarksNelson is headquartered in Overland Park, KS.

  • What is the size of MarksNelson?

    MarksNelson has 150 total employees.

  • What industry is MarksNelson in?

    MarksNelson’s primary industry is Accounting, Audit and Tax Services (B2B).

  • Is MarksNelson a private or public company?

    MarksNelson is a Private company.

  • What is MarksNelson’s current revenue?

    The current revenue for MarksNelson is 000000.

  • Who are MarksNelson’s investors?

    Trinity Hunt Partners has invested in MarksNelson.

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