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ESI Securities

1980 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
2 FINANCING ROUNDS
Description

Provider of brokerage services in New York. The company provides brokerage, investment and management consultancy services.

Ownership Status
Acquired/Merged
Financing Status
Formerly PE-Backed
Primary Industry
Brokerage
Other Industries
Consulting Services (B2B)
Acquirer
Bank of New York Mellon Wealth Management
Primary Office
  • New York, NY
  • United States

ESI Securities Valuation and Funding

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

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ESI Securities Former Investors

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

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ESI Securities Executive Team (1)

Name Title Board
Seat
Contact
Info
Stephen Shloss President and Chief Executive Officer