Peter B. Cannell & Co. Overview

  • Founded
  • 1973

Founded
  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

  • Investments
  • 1

Peter B. Cannell & Co. General Information

Description

Provider of investment management services intended for high net worth individuals, trusts, endowments and corporate pension plans. The company provides individualized management for each account, assisting individuals and institutional investors that have a minimum account size of $2 million with selection of securities, asset allocations, purchase guidelines and tax management.

Contact Information

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Parent Company
Primary Office
  • 545 Madison Avenue
  • New York, NY 10022
  • United States
+1 (212) 000-0000

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Peter B. Cannell & Co. Valuation & Funding

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

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Peter B. Cannell & Co. Executive Team (6)

Name Title Board Seat Contact Info
Joseph Werner Chairman & Chief Executive Officer
David Mazzullo President & Chief Operating Officer
Neal Muroff Chief Compliance Officer
Walter Giles Portfolio Manager
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Peter B. Cannell & Co. Board Members (1)

Name Representing Role Since
000000 000000 Peter B. Cannell & Co. Chairman & Chief Executive Officer 000 0000
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Peter B. Cannell & Co. Investments (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000 30-Sep-2020 0000 00000 000 Other Healthcare Technology Systems
To view Peter B. Cannell & Co.’s complete investments history, request access »