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Avalon Investment & Advisory

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Year established

2001

Location

Houston TX US

Primary Industry

Financial Services

About

Based in Texas, US, and founded in 2001, Avalon Advisors, LLC also known as Avalon Investment & Advisory operates as a provider of wealth advisory, portfolio, and asset management services. In October 2015, Cynosure LLC acquired Avalon Advisors, LLC from Platform Partners and Carlyle Group, and in December 2016, Carlyle Group sold a minority stake in Avalon Advisors, LLC to private families and employees. The firm, as of February 2023, has offices in Houston and San Antonio, Texas, and is led by its CEO, Tom Roupe. The Independent Registered Investment Advisors (RIAs) company offers client-centric investment advisory. Avalon Advisors’ expertise spans asset allocation, traditional and alternative investments, risk management, and portfolio construction, ensuring a comprehensive approach to wealth management. The firm, as of February 2023, has 8 billion assets under management (AUM).
Primary Industry
Financial Services
Sub Industries
Consulting Services, Investment Banking
Verticals
FinTech
Company Stage
Acquired
Total Amount Raised
Subscriber access only

Deals

Deals Type
Trade Sale
Trade Sale
Recapitalisation
Add-on
Deal Status Target (s) Deal Date Investor(s) Seller(s) Deal size (Mn) Enterprise value (Mn) Post-money valuation (Mn) EBITDA multiple (x) Revenue multiple (x) Lead partner (s)
Completed Avalon Investment & Advisory 16 Dec 2016
Completed Avalon Investment & Advisory 01 Oct 2015
Completed Avalon Investment & Advisory 29 Aug 2011
Completed Avalon Investment & Advisory 01 Mar 2008
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