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Wood Asset Management

1985 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of investment management services. The company manages equity, balanced account, fixed income and convertible security portfolios for individuals, pension and profit sharing plans, endowments, foundations, municipalities and corporations.

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Consulting Services (B2B)
Primary Office
  • Two North Tamiami Trail
  • Suite 1200
  • Sarasota, FL 34236
  • United States

Wood Asset Management Valuation and Funding

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

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