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H. Beck

H. Beck?uq=AFYHfsyn
1954 FOUNDED
M&A STATUS
501-600 EMPLOYEES
M&A LATEST DEAL TYPE
4 FINANCING ROUNDS
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.

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

H. Beck Valuation and Funding

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

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H. Beck Former Investors

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

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H. Beck Executive Team (6)

Name Title Board
Seat
Contact
Info
Scott Thorson Interim President & Chief Operating Officer
Rob Hessling Chief Compliance Officer
Benjamin Cooper Chief Legal Officer
James Dresselaers Executive Vice President & Chief Relationship Officer
John Prokopchak Senior Vice President

1 Former Executive

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