J. L. Kaplan Associates Overview
- Year Founded
-
1976
- Status
-
Acquired/Merged
- Latest Deal Type
-
M&A
- Financing Rounds
-
1
J. L. Kaplan Associates General Information
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.
Contact Information
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Other Financial Services
Acquirer
Evergreen Investments
Primary Office
- 222 Berkeley Street
- 20th Floor, Suite 2010
- Boston, MA 02116
- United States
J. L. Kaplan Associates Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|