H. Beck Overview

  • Status
  • Acquired/​Merged
  • Employees
  • 600
Employees
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 4

H. Beck General Information

Description

Provider of investment advisory services intended to enhance their client offerings while expanding our base of independent financial advisers. The company's services include financial planning, insurance, investment advisory broker-dealer and RIA in United States.

Contact Information

Formerly Known As
Capital Financial Group Securities, Estate Investment Company, Hibbard Beck
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Specialized Finance
Acquirer
Primary Office
  • 6600 Rockledge Drive
  • Sixth Floor
  • Bethesda, MD 20817
  • United States
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H. Beck Valuation & Funding

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

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H. Beck Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Provider of investment advisory services intended to enhance their client offerings while expanding our base of independ
Specialized Finance
Bethesda, MD
600 As of 2017
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00000 000000000 00000000
Holladay, UT
00 As of 0000
00.00
000000&0 00.00

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00000000000 0000000
Fairfax, VA
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H. Beck Competitors (2)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Financial Guard Formerly VC-backed Holladay, UT 00 00.00 000000&0 00.00
0000000 00000000 Corporate Backed or Acquired Fairfax, VA 000000&0
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H. Beck Executive Team (7)

Name Title Board Seat Contact Info
Scott Thorson Interim President & Chief Operating Officer
Rob Costello Chief Operating Officer
Rob Hessling Chief Compliance Officer
Benjamin Cooper Chief Legal Officer
James Dresselaers Executive Vice President & Chief Relationship Officer
You’re viewing 5 of 7 executive team members. Get the full list »

H. Beck Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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H. Beck Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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