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First Allied Holdings

First Allied Holdings?uq=kzBhZRuG
1994 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
2 FINANCING ROUNDS
4 INVESTMENTS
Description

Operator of a financial services firm. The company offers securities brokerage and underwriting and financial advisory services.

Ownership Status
Acquired/Merged
Financing Status
Formerly PE-Backed
Primary Industry
Asset Management
Acquirer
Primary Office
  • 655 West Broadway
  • 12th Floor
  • San Diego, CA 92101
  • United States

+1 (800) 000-0000

First Allied Holdings Valuation and Funding

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

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First Allied Holdings Investments (4)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
00000000 000000000 29-Aug-2013 000000000 00000000 000.00 Rail
000 000000 00000 0 01-Jan-2013 0000000000 Asset Management 0000 0000000000
0000000 00000000 0 11-Jul-2012 0000000000 Insurance Brokers
PCG Pension Consulting Group 25-Jan-2012 Buyout/LBO Consulting Services (B2B) 0000 0000000000
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First Allied Holdings Exits (1)

Company Name Exit Date Exit Type Exit Size Status Buyers
000 000000 00000 0 01-Jan-2013 0000000000 Completed
  • 2 buyers
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First Allied Holdings Subsidiaries (2)

Company Name Industry Location Founded
PCG Pension Consulting Group Other Consultant Type Aptos, CA 1983
0000000 00000000 0 Insurance Brokers Chicago, IL 0000
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First Allied Holdings Former Investors

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

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First Allied Holdings Executive Team (75)

Name Title Board
Seat
Contact
Info
Adam Antoniades Chief Executive Officer & President
Kevin Keefe President & Chief Executive Officer
Chrissy Brockland President
Shannon Condra Senior Managing Director, Advisor Relations
Mark Dransfield Senior Managing Director, Business Acquisitions

31 Former Executives

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