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Bay Colony Partners

2006 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
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.

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Consulting Services (B2B)
Other Industries
Other Financial Services
Primary Office
  • 400 TradeCenter
  • Suite 4880
  • Woburn, MA 01801
  • United States

Bay Colony Partners Valuation and Funding

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

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Bay Colony Partners Executive Team (1)

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