Cambridge Financial Services
1983
FOUNDED
M&A
STATUS
1-10
EMPLOYEES
M&A
LATEST DEAL TYPE
1
FINANCING ROUNDS
Description
Provider of investment advisory services. The company specializes in providing investment advisory services predominantly on institutional qualified and non-qualified retirement plans, foundations, endowments, insurance captives and cash management programs.
Website
Ownership Status
Acquired/Merged
(Operating Subsidiary)
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Parent Company
Primary Office
- 83 Mason Street
- Greenwich, CT 06830
- United States
+1 (203) 000-0000
Cambridge Financial Services Valuation and Funding
| Deal Type | Date | Amount | Post-Val | Valuation/ EBITDA |
Debt | Status |
|---|
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Request full access to PitchBookCambridge Financial Services Executive Team (2)
| Name | Title | Board Seat |
Contact Info |
|---|---|---|---|
| Nicholas Jalowski | Founder & Managing Director |
1 Former Executive
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