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M3 Financial

M3 Financial?uq=UG6efJS6
2007 FOUNDED
M&A STATUS
21-30 EMPLOYEES
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of fix-annuity advisory services. The company offers financial advisory services in the domain of fixed-annuity and life insurance.

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Other Industries
Consulting Services (B2B)
Primary Office
  • 10 West 18th Street
  • 8th Floor
  • New York, NY 10011
  • United States

+1 (800) 000-0000

M3 Financial Valuation and Funding

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

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M3 Financial Executive Team (3)

Name Title Board
Seat
Contact
Info
Michael Bartolotta Founder, Managing Principle & President
Jarrod Fisher Director Broker Dealer and Institutional Sales
Remy Bartolotta Director of Business Development