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J. L. Kaplan Associates

1976 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of asset management services. The company invests in small and middle capitalization companies. It has approximately $3 billion under management for institutional and high net worth clients.

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Acquirer
Evergreen Investments
Primary Office
  • 222 Berkeley Street
  • 20th Floor, Suite 2010
  • Boston, MA 02116
  • United States

J. L. Kaplan Associates Valuation and Funding

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

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J. L. Kaplan Associates Executive Team (1)

Name Title Board
Seat
Contact
Info
Matthew Moss Chief Financial Officer