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
PowellJohnson Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
PowellJohnson Executive Team (4)
| Name | Title | Board Seat | Contact Info |
|---|---|---|---|
| Ronald Kruszewski | Chairman & Chief Executive Officer |
PowellJohnson Board Members (3)
| Name | Representing | Role | Since |
|---|---|---|---|
| 000000 0000000000 | Self | Chairman & Chief Executive Officer | 000 0000 |
PowellJohnson Former Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|
PowellJohnson Acquisitions (1)
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| 0000000 00000 | 07-Apr-2003 | 0000000000 | Asset Management |
PowellJohnson Exits (1)
| Company Name | Exit Date | Exit Type | Exit Size | Status | Buyers |
|---|---|---|---|---|---|
| 0000000 00000000 | 07-Apr-2003 | 000000000000000000 | Completed |
|