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Thomson Advisory Group

1971 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
2 FINANCING ROUNDS
Description

Operator of a money management firm. The company manages family of mutual funds and other investment accounts.

Ownership Status
Acquired/Merged
Financing Status
Formerly PE-Backed
Primary Industry
Asset Management
Other Industries
Other Capital Markets/Institutions
Primary Office
  • One Station Place South
  • Stamford, CT 06902
  • United States

Thomson Advisory Group Valuation and Funding

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

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Thomson Advisory Group Former Investors

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

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Thomson Advisory Group Executive Team (5)

Name Title Board
Seat
Contact
Info
Anne Gudefin Executive
Charles Lahr Executive
Colm Kelleher Executive
Neel Kashkari Head, Investments

1 Former Executive

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