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Beacon Investment Company

1982 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of investment management services. The company operates as a wealth advisory firm offering brokerage and portfolio management services.

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Specialized Finance
Acquirer
Telemus Capital Partners
Primary Office
  • 505 East Huron
  • Sloan Plaza Suite 208
  • Ann Arbor, MI 48104
  • United States

Beacon Investment Company Valuation and Funding

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

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Beacon Investment Company Executive Team (1)

Name Title Board
Seat
Contact
Info
Steven Greenwald President, Chief Compliance Officer and Chief Operating Officer