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Cadaret Grant & Company

Cadaret Grant & Company
1985 FOUNDED
M&A STATUS
Buyout/LBO LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Operator of a broker-dealer firm. The company provides independent financial advisory and wealth management services along with advanced technology, effective marketing tools and a supportive business environment, enabling financial advisors with the freedom to run their business their way.

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Primary Industry
Brokerage
Other Industries
Other Financial Services
Consulting Services (B2B)
Parent Company
Primary Office
  • One Lincoln Center
  • Syracuse, NY 13202
  • United States

+1 (800) 000-0000

Cadaret Grant & Company Valuation and Funding

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

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Cadaret Grant & Company Competitors (9)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Private Ocean Corporate Backed or Acquired San Rafael, CA 00 000000&0
0000000 00000 Private Equity-Backed Phoenix, AZ 0000 00000 000000000000 00000
000000000 00000 00 Private Equity-Backed Las Vegas, NV 00 000000000000
000 000000000 Formerly PE-Backed Boston, MA 0000 00000 000000000 00 00000
00000000 000000000 Formerly PE-Backed Tarrytown, NY 00 000000&0
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Cadaret Grant & Company Executive Team (3)

Name Title Board
Seat
Contact
Info
Arthur Grant Founder, President & Chief Executive Officer
Donald Taylor Senior Vice President, Chief Financial Officer & Chief Operating Officer
BJ Johnson Senior Vice President & Chief Compliance Officer