Dundee Goodman Private Wealth Company Profile: Acquisition & Investors

Dundee Goodman Private Wealth Overview

Founded
2012

Status
Acquired/Merged

Employees
87

Latest Deal Type
Buyout/LBO

Financing Rounds
1

Dundee Goodman Private Wealth General Information

Description

Provider of investment management, private wealth, money management and investment consulting services. The company offers private wealth management, financial, retirement, investment, estate and insurance planning, investment research, private placements and asset protection services.

Contact Information

Website

www.dundeegoodmanprivatewealth.com

Formerly Known As

DundeeWealth

Ownership Status

Acquired/Merged

Financing Status

Private Equity-Backed

Primary Industry

Asset Management

Other Industries

Other Financial Services

Acquirer

Echelon Wealth Partners

Primary Office

1 Adelaide Street East
Suite 2100
Toronto, Ontario M5C 2V9
Canada

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Dundee Goodman Private Wealth Valuation & Funding

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

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Dundee Goodman Private Wealth Executive Team (3)

Name	Title	Board Seat	Contact Info
Mike White	Vice President, Investment Advisor
Nathan Goodman	Chief Executive Officer
Robert Sellars	Chief Financial Officer, Executive Vice President and Chief Operating Officer