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Berkshire-TWC Financial

M&A STATUS
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of mutual fund and securities dealerships services. The company's mutual fund and securities dealerships services include asset management, investment planning, retirement planning, estate management and tax planning services, enabling clients to manage their asset.

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Primary Office
  • Burlington, Ontario
  • Canada

Berkshire-TWC Financial Valuation and Funding

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

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Berkshire-TWC Financial Executive Team (2)

Name Title Board
Seat
Contact
Info
Robert Levis Chief Executive Officer
Michael Lee-Chin Founder