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Navigator Planning Group

Navigator Planning Group
1978 FOUNDED
M&A STATUS
11-20 EMPLOYEES
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of wealth management services. The company engages in providing investment management, retirement planning and insurance services.

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Consulting Services (B2B)
Other Industries
Asset Management
Primary Office
  • 3091 Voyager Drive
  • Green Bay, WI 54311
  • United States

+1 (920) 000-0000

Navigator Planning Group Valuation and Funding

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

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Navigator Planning Group Executive Team (3)

Name Title Board
Seat
Contact
Info
Denise Liddiard Office Manager
Scot Madson President and Founder
Patrick Madson Finance Advisor