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.
Website
Ownership Status
Acquired/Merged
(Operating Subsidiary)
(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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