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Savant Capital Management

Savant Capital Management
1986 FOUNDED
PRIVATE STATUS
101-200 EMPLOYEES
PE Growth LATEST DEAL TYPE
1 FINANCING ROUNDS
7 INVESTMENTS
Description

Provider of wealth management services committed to helping companies offer an attractive benefits plan while reducing fiduciary risk and minimizing administrative burden. The company specializes in investment management, financial planning, tax preparation, advisory and family office services to financially established individuals, trust funds, retirement plans and non-profit organizations.

Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Other Industries
Accounting, Audit and Tax Services (B2B)
Consulting Services (B2B)
Primary Office
  • 190 Buckley Drive
  • Rockford, IL 61107
  • United States

+1 (815) 000-0000

Savant Capital Management Valuation and Funding

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

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Savant Capital Management Acquisitions (7)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
00000000 000000 00 31-Oct-2019 000000000000000000 Asset Management 00000 00000000
00 000000000 00000 30-Sep-2018 000000000000000000 Asset Management 00000 00000000
000 00000000 00000 24-Aug-2015 000000000000000000 Other Financial Services 00000 00000000
00000 0000000 0000 30-Apr-2015 000000000000000000 Other Financial Services 00000 00000000
Green, Plagge & Shaw 31-Dec-2014 Merger/Acquisition Accounting, Audit and Tax Services (B2B) 00000 00000000
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Savant Capital Management Subsidiaries (3)

Company Name Industry Location Founded
D3 Financial Counselors Asset Management Chicago, IL 1997
0000000 00000000 LP Consultants Naperville, IL 0000
00000000 000000 00 Asset Management Bloomington, IL 0000
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Savant Capital Management Investors

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

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Savant Capital Management Executive Team (25)

Name Title Board
Seat
Contact
Info
Brent Brodeski Chief Executive Officer, Financial Advisor & Principal
Eric Meier Chief Financial Officer
Kevin Hrdlicka Chief Operating Officer, Chief Compliance Officer and Director, Investments & Secretary of the Investment Committee
Philip Corcoran Financial Advisor and Managing Director
Steve Parish Senior Managing Director

7 Former Executives

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Savant Capital Management Board Members (6)

Name Representing Role Since Contact
Info
0000000 00000000 Savant Capital Management Board Member 000 0000
0000 0000 Savant Capital Management Board Member 000 0000
00000 000000 Self Board Member 000 0000
000 000000 Savant Capital Management Board Member 000 0000

2 Former Board Members

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