Ancora Inverness

Ancora Inverness Overview

Founded 2002
Founded
Status Acquired/​Merged
Employees 15
Employees
Latest Deal Type M&A
Financing Rounds 1

Ancora Inverness General Information

Description

Provider of wealth management services. The company is engaged in offering asset management, financial planning and investment advisory services.

Contact Information

Formerly Known As
Inverness Holdings
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Acquirer
Primary Office
  • One Chagrin Highlands
  • 2000 Auburn Drive, Suite 440
  • Beachwood, OH 44122
  • United States
+1 (216) 000-0000
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Ancora Inverness Valuation & Funding

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

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Ancora Inverness Executive Team (5)

Name Title Board Seat Contact Info
Howard Essner JD Principal & Chief Operating Officer
Richard Renner Founder & Managing Principal
Robert Renner Senior Portfolio Manager & Chief Compliance Officer
Jeffrey van Fossen JD Principal & Co-Chief Investment Officer
Michael Santelli Co-Chief Investment Officer