Cardinal Investment Advisors, LLC
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Cardinal Investment Advisors, LLC - overview
Established
2001
Location
Chicago, IL, US
Primary Industry
Financial Services
About
Founded in 2001 and based in Illinois, US, Cardinal Investment Advisors, LLC operates as a provider of investment consulting services to the insurance, foundations, endowments, and healthcare systems sectors. In January 2025, Mariner Wealth Advisors, LLC, a portfolio company of Neuberger Berman and Leonard Green & Partners, agreed to acquire Cardinal Investment Advisors, LLC. The deal is expected to close by the end of March 2025. As of 2024, the company is led by its president, Marc A.
Tourville. Cardinal Investment Advisors specializes in providing customized investment consulting services for institutional investors such as insurance companies, healthcare systems, retirement funds, and endowments and foundations. The company’s core offerings encompass the development, implementation, and ongoing management of tailored investment strategies that address the unique liability streams of its clients. The firm focuses on helping institutional investors, such as insurance companies, pension funds, and foundations, develop and implement investment strategies.
It provides a variety of services, including investment research, asset allocation, risk management, and ongoing portfolio monitoring. Cardinal Investment Advisors generates revenue through structured consulting agreements with its institutional clients, which typically involve a combination of retainer fees and performance-based compensation.
Current Investors
Mariner Wealth Advisors, LLC
Primary Industry
Financial Services
Sub Industries
Consulting Services, Investment Banking
Website
www.cia-llc.com/
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Cardinal Investment Advisors, LLC - deals
| Deals Type | 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) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Completed | Cardinal Investment Advisors, LLC | - |
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