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Spero-Smith Investment Advisers

Spero-Smith Investment Advisers
1972 FOUNDED
M&A STATUS
11-20 EMPLOYEES
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of wealth management and financial advisory services intended to offer financial security on services. The company's wealth management and financial advisory services include professional investment guidance, financial planning, asset management, and wealth management services, enabling high-net-worth individuals, business owners, foundations, endowments and families to execute a disciplined investment strategy tailored to their needs.

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Acquirer
Primary Office
  • Terminal Tower
  • 50 Public Square
  • Cleveland, OH 44113
  • United States

Spero-Smith Investment Advisers Valuation and Funding

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

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Spero-Smith Investment Advisers Executive Team (1)

Name Title Board
Seat
Contact
Info
Robert Smith Chairman & Chief Executive Officer

Spero-Smith Investment Advisers Board Members (1)

Name Representing Role Since Contact
Info
000000 00000 Spero-Smith Investment Advisers Chairman & Chief Executive Officer 000 0000