ESI Securities Overview

  • Founded
  • 1980
Founded
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 2

ESI Securities General Information

Description

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

Contact Information

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
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ESI Securities Valuation & Funding

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

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ESI Securities Executive Team (1)

Name Title Board Seat Contact Info
Stephen Shloss President and Chief Executive Officer
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ESI Securities Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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