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Capital Analysts

Capital Analysts
1968 FOUNDED
M&A STATUS
201-300 EMPLOYEES
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of turn-key wealth management services. The company provides a turn-key wealth management services platform through personalized service and advanced technology serving as a business partner to independent financial advisers who offer comprehensive wealth management to affluent clients.

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Parent Company
Primary Office
  • 303 Broadway
  • Suite 1500
  • Cincinnati, OH 45202
  • United States

+1 (513) 000-0000

Capital Analysts Valuation and Funding

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

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Capital Analysts Former Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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Capital Analysts Executive Team (2)

Name Title Board
Seat
Contact
Info
Steve Mayhew Senior Vice President & Chief Investment Officer

1 Former Executive

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