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Morley Financial Services

Morley Financial Services?uq=w9if130k
1982 FOUNDED
M&A STATUS
21-30 EMPLOYEES
M&A LATEST DEAL TYPE
2 FINANCING ROUNDS
Description

Provider of asset management services. The company's asset management services offers designing and construction of capital preservation strategies and providing advisory services, enabling collective investment trusts and investors to achieve retirement and income goals.

Website
Formerly Known As
Gartmore Morley Financial Services
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Consulting Services (B2B)
Parent Company
Principal Global Investors
Primary Office
  • 1300 SouthWest Fifth Avenue
  • Suite 3300
  • Portland, OR 97201
  • United States

+1 (800) 000-0000

Morley Financial Services Valuation and Funding

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

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Morley Financial Services Former Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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Morley Financial Services Executive Team (4)

Name Title Board
Seat
Contact
Info
Ronald Heath President
Karen McAfee Chief Operating Officer
William Finley Chief Investment Officer

1 Former Executive

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