Wilkinson O'Grady & Co. Overview

  • Founded
  • 1972
Founded
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 3

Wilkinson O'Grady & Co. General Information

Description

Provider of portfolio and investment management services intended to build client portfolios around enduring investment themes. The company's portfolio and investment management services include active management of separate global, domestic and international portfolios and funds by investing in the marketable securities of outstanding businesses with superior financial characteristics, enabling wealthy individuals, families, trusts, endowments, foundations and corporations to grow their capital more effectively.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Other Industries
Other Capital Markets/Institutions
Specialized Finance
Acquirer
Wilkinson Global Capital Partners LLC
Primary Office
  • 499 Park Avenue
  • 7th Floor
  • New York, NY 10022
  • United States
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Wilkinson O'Grady & Co. Valuation & Funding

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

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Wilkinson O'Grady & Co. Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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