Smith, Frank & Partners Overview

  • Founded
  • 1999
Founded
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 1

Smith, Frank & Partners General Information

Description

Provider of multi-discipline financial services. The company's services include financial planning, investment management, risk management which are strategically designed to complement one another allowing to provide a wide range of services and to analyze and implement the goals of its clients and maximize the effectiveness of their financial plans.

Contact Information

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Other Industries
Insurance Brokers
Other Capital Markets/Institutions
Parent Company
Primary Office
  • One Lincoln Centre
  • 5400 LBJ Freeway Suite 1250
  • Dallas, TX 75240
  • United States
+1 (972) 000-0000
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Smith, Frank & Partners Valuation & Funding

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

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Smith, Frank & Partners Executive Team (2)

Name Title Board Seat Contact Info
Randall Smith Co-Founder & Principal
Ted Frank Co-Founder
To view Smith, Frank & Partners’s complete executive team members history, request access »