Sterne Agee (Correspondent Clearing and Independent Wealth Management Businesses) Overview

  • Status
  • Acquired/​Merged
  • Employees
  • 160
Employees
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

Sterne Agee (Correspondent Clearing and Independent Wealth Management Businesses) General Information

Description

Provider of security brokerage and wealth management services. The company offers security clearing, asset management, fund management and investment advisory services to clients in the United States.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Brokerage
Acquirer
Primary Office
  • 800 Shades Creek Parkway
  • Suite 700
  • Birmingham, AL 35209
  • United States
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Sterne Agee (Correspondent Clearing and Independent Wealth Management Businesses) Valuation & Funding

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

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Sterne Agee (Correspondent Clearing and Independent Wealth Management Businesses) Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Sterne Agee (Correspondent Clearing and Independent Wealth Management Businesses) Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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