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Anchor Capital Advisors

Anchor Capital Advisors
1983 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
2 FINANCING ROUNDS
Description

Operator of a value-focused asset manager and wealth advisory firm. The company currently manages approximately $9 billion in assets for both individual and institutional investors across eight strategies and is headquartered in Boston, Massachusetts.

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Parent Company
Primary Office
  • One Post Office Square
  • Suite 3850
  • Boston, MA 02109
  • United States

+1 (617) 000-0000

Anchor Capital Advisors Valuation and Funding

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

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Anchor Capital Advisors Former Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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Anchor Capital Advisors Executive Team (4)

Name Title Board
Seat
Contact
Info
William Rice Jr. Chief Investment Officer & Chief Executive Officer
Mark Bergen Chief Operating Officer & President
Diane DeBono Schafer Chief Compliance Officer
William Rice Sr. Executive Chairman & Founder

Anchor Capital Advisors Board Members (1)

Name Representing Role Since Contact
Info
0000000 0000 00. Anchor Capital Advisors Executive Chairman & Founder 000 0000