Description
Provider of financial advisory services. The company provides customized programs designed to plan financial strategies, risk management, investment management and business solutions for individuals and corporate.
Contact Information
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
---|
Name | Title | Board Seat | Contact Info |
---|---|---|---|
Deanie Neece | Managing Partner | ||
Patrick Thuecks | Managing Partner | ||
Dan Lengyel | Managing Partner & Registered Principal |