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.
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
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Request a free trialName | Title | Board Seat | Contact Info |
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Deanie Neece | Managing Partner | ||
Patrick Thuecks | Managing Partner | ||
Dan Lengyel | Managing Partner & Registered Principal |