Doherty & Bryant
2009
FOUNDED
M&A
STATUS
1-10
EMPLOYEES
M&A
LATEST DEAL TYPE
1
FINANCING ROUNDS
Description
Provider of personal financial planning services in Calgary, Alberta. The company provides comprehensive wealth management services such as tax, retirement planning, wills and estate planning, insurance planning as well as 3rd party investment manager selection and monitoring.
Website
Ownership Status
Acquired/Merged
(Operating Subsidiary)
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Accounting, Audit and Tax Services (B2B)
Parent Company
Primary Office
- Suite 200, 2nd Floor Eau Claire Market
- 200 Barclay Parade Southwest
- Calgary, Alberta T2P 4R5
- Canada
+1 (403) 000-0000
Doherty & Bryant Valuation and Funding
| Deal Type | Date | Amount | Post-Val | Valuation/ EBITDA |
Debt | Status |
|---|
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