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Ancora Inverness

Ancora Inverness
2002 FOUNDED
M&A STATUS
11-20 EMPLOYEES
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

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

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

Ancora Inverness Valuation and Funding

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

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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