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HBW Partners

HBW Partners
1991 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of multi-faceted financial services to businesses. The company offers managed money, tax planning, insurance, annuities and other advisory services using facial recognition tools, financial planning software, client acquisition programs and business planning tools, enabling clients to enhance the experience, manage risk and increase productivity.

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Specialized Finance
Other Industries
Accounting, Audit and Tax Services (B2B)
Parent Company
Cetera Advisor Networks
Primary Office
  • 3355 Cochran Street
  • Suite 100
  • Simi Valley, CA 93063
  • United States

+1 (800) 000-0000

HBW Partners Valuation and Funding

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

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HBW Partners Executive Team (4)

Name Title Board
Seat
Contact
Info
Barney Hellenbrand Chief Executive Officer & Founding Principal
Joseph Bonanno Chief Operating Officer
Raymond Berry Chairman & Founding Principal
Lisa Mann Controller & Sr. Vice President Administration

HBW Partners Board Members (1)

Name Representing Role Since Contact
Info
0000000 00000 HBW Partners Chairman & Founding Principal 000 0000