Ronald Blue Trust

Ronald Blue Trust Overview

Founded 1979
Founded
Status Acquired/​Merged
Employees 270
Employees
Latest Deal Type M&A
Financing Rounds 1
Investments 2

Ronald Blue Trust General Information

Description

Provider of wealth management and trust services to family businesses and non-profit institutions. The company utilizes its proprietary and multidisciplinary financial planning software, investment vehicles, and estate planning strategies to provide intra-family succession and retirement planning, corporate structuring, employee financial advisory and other related services.

Contact Information

Website
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Parent Company
Primary Office
  • 300 Colonial Center Parkway
  • Suite 300
  • Atlanta, GA 30076
  • United States
+1 (770) 000-0000
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Ronald Blue Trust Valuation & Funding

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

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Ronald Blue Trust Executive Team (3)

Name Title Board Seat Contact Info
Nicholas Stonestreet Chief Executive Officer, Chairman of the Board and Chief Investment Officer
Andrew Schmuhl JD Chief Operating Officer
Jesse Ostrom Chief Fiduciary Officer

Ronald Blue Trust Investments (2)

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Company Name Deal Date Deal Type Deal Size Industry Lead Partner
00000 0000 19-Aug-2017 0000 Other Commercial Banks
HSBC Holdings 31-May-2017 PIPE National Banks