Bay Colony Partners Overview

  • Founded
  • 2006
Founded
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

Bay Colony Partners General Information

Description

Operator of a retirement planning and consulting firm. The company is focused on qualified and non-qualified corporate retirement plans and individual wealth management serving the Boston region of United States.

Contact Information

Website
www.baycolonypartners.com
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Consulting Services (B2B)
Other Industries
Other Financial Services
Acquirer
CAPTRUST Financial Advisors
Primary Office
  • 400 TradeCenter
  • Suite 4880
  • Woburn, MA 01801
  • United States
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Bay Colony Partners Valuation & Funding

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

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Bay Colony Partners Executive Team (1)

Name Title Board Seat Contact Info
Robert Auditore Co-Founder, Principal and Founding Partner
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