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OakBridge Advisors

OakBridge Advisors
2008 FOUNDED
M&A STATUS
11-20 EMPLOYEES
Buyout/LBO LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of asset management and employee benefit services. The company provides employee benefits, retirement plans and asset management to companies, their executives and high net worth individuals in the United States.

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Other Industries
Other Financial Services
Parent Company
Primary Office
  • 4000 MacArthur Boulevard
  • Suite 550
  • Newport Beach, CA 92660
  • United States

+1 (866) 000-0000

OakBridge Advisors Valuation and Funding

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

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OakBridge Advisors Executive Team (2)

Name Title Board
Seat
Contact
Info
Edward Kirkwood Co-Founder & Chief Executive Officer
Lawrence Hartley Co-Founder & President