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M.D. Sass Investors Services (TABS Business)

M&A STATUS
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of investment services. The company offers bonds and securities that are tax-reduced, tax-deferred or tax-free.

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Acquirer
Primary Office
  • 1185 Avenue of the Americas
  • 18th floor
  • New York, NY 10036
  • United States

M.D. Sass Investors Services (TABS Business) Valuation and Funding

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

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M.D. Sass Investors Services (TABS Business) Former Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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M.D. Sass Investors Services (TABS Business) Executive Team (1)

Name Title Board
Seat
Contact
Info
Jim Evans Senior Vice President & Portfolio Manager & Head of TABS