PowellJohnson Overview

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 2

  • Investments
  • 1

PowellJohnson General Information

Description

Provider of investment, retirement, and wealth planning solutions. The company provides investment advice to its clients. It offers investment solutions for individuals including stocks, bonds, and mutual funds. The company helps businesses create customized SEP-IRA, simple IRA, profit sharing, money purchase pension or 401(K) plans with versatile investment choices. It also offers wealth management services for community banks.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Formerly PE-Backed
Corporate Office
  • 3322 West End Avenue
  • Ninth Floor
  • Nashville, TN 37203
  • United States
+1 (615) 000-0000
Primary Industry
Asset Management
Acquirer
Stifel Financial
Corporate Office
  • 3322 West End Avenue
  • Ninth Floor
  • Nashville, TN 37203
  • United States
+1 (615) 000-0000

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PowellJohnson Valuation & Funding

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

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PowellJohnson Executive Team (4)

Name Title Board Seat
Ronald Kruszewski Chairman & Chief Executive Officer
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PowellJohnson Board Members (3)

Name Representing Role Since
000000 0000000000 Self Chairman & Chief Executive Officer 000 0000
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PowellJohnson Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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PowellJohnson Acquisitions (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
WestEnd Advisors 07-Apr-2003 0000000000 Asset Management
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PowellJohnson FAQs

  • Who is the CEO of PowellJohnson?

    Ronald Kruszewski is the CEO of PowellJohnson.

  • Where is PowellJohnson headquartered?

    PowellJohnson is headquartered in Nashville, TN.

  • What industry is PowellJohnson in?

    PowellJohnson’s primary industry is Asset Management.

  • Is PowellJohnson a private or public company?

    PowellJohnson is a Private company.

  • What is PowellJohnson’s current revenue?

    The current revenue for PowellJohnson is 000000.

  • Who are PowellJohnson’s investors?

    Lovell Minnick Partners has invested in PowellJohnson.

  • When was PowellJohnson acquired?

    PowellJohnson was acquired on 18-Oct-2004.

  • Who acquired PowellJohnson?

    PowellJohnson was acquired by Stifel Financial.

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