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
Primary Industry
Asset Management
Acquirer
Primary 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 Contact Info
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
0000000 00000 07-Apr-2003 0000000000 Asset Management
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PowellJohnson Subsidiaries (1)

Company Name Industry Location Founded
0000000 00000000 Asset Management Charlotte, NC 0000
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