Mintz Levin Financial Advisors Overview

  • Founded
  • 1998
Founded
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 1
  • Investments
  • 1

Mintz Levin Financial Advisors General Information

Description

Provider of personal financial planning and investment advisory services. The company offers retirement and estate planning, education funding, investment planning, cash/debt management, tax counseling, stock option planning, risk management, special needs funding and investment advisory services to individuals and families.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Formerly PE-Backed
Primary Industry
Asset Management
Other Industries
Other Financial Services
Acquirer
Primary Office
  • One Financial Center
  • Boston, MA 02111
  • United States
+1 (617) 000-0000
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Mintz Levin Financial Advisors Valuation & Funding

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

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Mintz Levin Financial Advisors Executive Team (3)

Name Title Board Seat Contact Info
Matthew Galica JD Technology Specialist, IP Litigation
Cary Geller Co-Founder & Executive Vice President
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Mintz Levin Financial Advisors Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Mintz Levin Financial Advisors Investments (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000000 06-Dec-2005 00000 00000 00 000.00 Drug Discovery
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Mintz Levin Financial Advisors Exits (1)

Company Name Exit Date Exit Type Exit Size Status Buyers
0000000 06-Dec-2005 00000 00000 00 000.00 Completed
  • 11 buyers
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