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Waddell & Associates

Waddell & Associates?uq=AFYHfsyn
1986 FOUNDED
M&A STATUS
Buyout/LBO LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of investment advisory and wealth management services. The company provides services such as asset management, retirement planning, education planning, business succession planning, tax strategy planning, charitable planning, estate planning, insurance analysis, employee benefit planning, concentrated stock positioning and executive benefit planning.

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Formerly PE-Backed
Primary Industry
Consulting Services (B2B)
Other Industries
Asset Management
Other Financial Services
Parent Company
Primary Office
  • 5188 Wheelis Drive
  • Memphis, TN 38117
  • United States

+1 (901) 000-0000

Waddell & Associates Valuation and Funding

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

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Waddell & Associates Executive Team (2)

Name Title Board
Seat
Contact
Info
David Waddell President, Chief Executive Officer & Chief Investment Strategist
Tara Meeks Chief Administrative Officer & Chief Operating Officer