North American Management Overview

  • Founded
  • 1928
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 20
Employees
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 1

North American Management General Information

Description

Provider of investment management and advisory services dedicated to helping individuals, families, foundations and endowments and single-family offices protect and grow their wealth. The company offers planning-oriented wealth management, tax and estate planning, trust services and a broad range of investment offerings, including individual security portfolios to ultra-high-net-worth individuals, families, endowments, foundations as well as business owners across the United States, providing tailored investment and planning strategies that help clients realize their financial objectives.

Contact Information

Website
www.namcorp.com
Ownership Status
Acquired/Merged
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Primary Office
  • Ten Post Office Square
  • Suite 1200 South
  • Boston, MA 02109
  • United States
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North American Management Valuation & Funding

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

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North American Management 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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