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Smith Hayes

Smith Hayes?uq=w9if130k
1985 FOUNDED
M&A STATUS
61-70 EMPLOYEES
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of financial portfolio and asset management services. The company offers retirement plan consulting, investment banking, investment advisory, portfolio management, wealth administration, money management and financial consulting services to financial institutions and municipal and corporate clients.

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Consulting Services (B2B)
Other Industries
Asset Management
Acquirer
D.A. Davidson Companies
Primary Office
  • 1225 L Street
  • Suite 200
  • Lincoln, NE 68508
  • United States

Smith Hayes Valuation and Funding

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

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Smith Hayes Executive Team (4)

Name Title Board
Seat
Contact
Info
Ruth Howell Chief Compliance Officer
Thomas Hayes Co-Founder
John Decker President & Chief Executive Officer
Thomas Smith Co-Founder & Chairman

Smith Hayes Board Members (1)

Name Representing Role Since Contact
Info
000000 00000 Self Co-Founder & Chairman 000 0000