Provider of investment management services. the company manages accounts for high net worth individuals and institutional investors with a minimum account size of $2 million.
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
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Request a free trialName | Title | Board Seat | Contact Info |
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Joseph Werner | Chairman, President & Chief Executive Officer | ||
David Mazzullo | Chief Operating Officer | ||
Neal Muroff | Chief Compliance Officer |
Name | Representing | Role | Since |
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000000 000000 | Peter B. Cannell & Co. | Chairman, President & Chief Executive Officer | 000 0000 |
Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
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000000 | 31-Jul-2020 | 0000 00000 | 000 | Medical Records Systems |