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Dundee Goodman Private Wealth

Dundee Goodman Private Wealth?uq=3Oe4kK1Z
2012 FOUNDED
M&A STATUS
81-90 EMPLOYEES
Buyout/LBO LATEST DEAL TYPE
1 FINANCING ROUNDS
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.

Formerly Known As
DundeeWealth
Ownership Status
Acquired/Merged
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Other Industries
Other Financial Services
Primary Office
  • 1 Adelaide Street East
  • Suite 2100
  • Toronto, Ontario M5C 2V9
  • Canada

Dundee Goodman Private Wealth Valuation and Funding

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

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Dundee Goodman Private Wealth Former Investors

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

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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