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Sheridan Road Financial

Sheridan Road Financial
2005 FOUNDED
M&A STATUS
41-50 EMPLOYEES
Buyout/LBO LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of retirement and private wealth consulting services. The company's offerings include investment management, retirement plan expertise, fiduciary services, wealth management, financial and retirement services planning and specialized executive benefit services, enabling corporate, not-for-profit and individual clients to get customized strategies.

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Primary Office
  • 707 Skokie Boulevard
  • Suite 400
  • Northbrook, IL 60062
  • United States

+1 (847) 000-0000

Sheridan Road Financial Valuation and Funding

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

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Sheridan Road Financial Competitors (10)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Financial & Investment Management Group Private Equity-Backed Traverse City, MI 00 000000000000
00000000 000000 00 Corporate Backed or Acquired Austin, TX 000000&0
00000000 00000 & 0 Private Equity-Backed Norfolk, VA 0000000 0000
00000 0000000000 0 Private Equity-Backed Portland, OR 000000000000
00000 000000 00000 Corporate Backed or Acquired San Francisco, CA 00 000000&0
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Sheridan Road Financial Executive Team (5)

Name Title Board
Seat
Contact
Info
Daniel Bryant Founder, Chief Executive Officer and Managing Partner
Karen Campbell Chief Financial Officer
Kim Elliott Chief Compliance Officer and General Counsel
Chris Karam Chief Investment Officer
Sheri Fitts Chief Marketing Officer