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EFG Capital Advisors

EFG Capital Advisors
1981 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of portfolio management and multi-family office services. The company's approach is to strive to meet clients' investment objectives with an emphasis on managing volatility within clients' specific risk profile enabling sophisticated investors appreciate the stability and peace of mind company's investment philosophies bring to their financial lives, as well as the discipline, expertise and careful execution with which company manage their portfolios through varied and sometimes unsettling market conditions.

Formerly Known As
PRS International Investment Advisory Services
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Other Financial Services
Parent Company
Primary Office
  • 701 Brickell Avenue
  • Suite 1350
  • Miami, FL 33131
  • United States

+1 (305) 000-0000

EFG Capital Advisors Valuation and Funding

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

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EFG Capital Advisors Competitors (1)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
000000 00000000 00 Pending Transaction (PE) Green Bay, WI 000000000000
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EFG Capital Advisors Executive Team (3)

Name Title Board
Seat
Contact
Info
John Sullivan III III President & Chief Executive Officer
Blanca Arias-Smith Chief Operating Officer, Managing Director, Chief Marketing Officer and Chief Projects Officer
Michael Schmidtke Chief Compliance Officer