Green Square Wealth Management Overview

  • Founded
  • 2001
Founded
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 1
  • Investments
  • 1

Green Square Wealth Management General Information

Description

Provider of financial advisory services. The company offers wealth management services and focuses on providing cash flow-oriented investment strategies for families, endowments, foundations, family offices and financial institutions.

Contact Information

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Parent Company
Primary Office
  • 949 South Shady Grove Road
  • Suite 401
  • Memphis, TN 38120
  • United States
+1 (901) 000-0000
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Green Square Wealth Management Valuation & Funding

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

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Green Square Wealth Management Executive Team (27)

Name Title Board Seat Contact Info
Darrell Horn Co-Founder,Chief Executive Officer, Senior Managing Director and Principal
Richard Finch Senior Managing Director
Ryan Taylor Director, Alternatives & Managing Director, Senior Investment Advisor
Christopher Prest Managing Director, Product Manager & Director of Portfolio Management
Michael Kearney Jr. Managing Director & Senior Investment Advisor
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Green Square Wealth Management Investments (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000000 & 0000000 0000 Personal Products
To view Green Square Wealth Management’s complete investments history, request access »