Chapel & Collins, LLC
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Chapel & Collins, LLC - overview
Established
2004
Location
Fort Collins, CO, US
Primary Industry
Financial Services
About
Based in Colorado, US, and founded in 2004, Chapel & Collins, LLC, a. k. a. Chapel & Collins operates as a financial services company that focuses on providing financial advisory services.
In November 2024, Mercer Global Advisors Inc. , a portfolio company of Oak Hill Capital and Altas Partners, acquired Chapel & Collins, LLC. Chapel & Collins specializes in providing financial services tailored for high-net-worth families and individuals. The company’s core offerings include wealth management, estate planning, investment management, and risk assessment, all aimed at addressing the complexities of managing multigenerational wealth.
Chapel & Collins generates revenue primarily through financial advisory services, which include fee-based consultations, asset management fees, and commissions on financial products. Clients engage the firm through ongoing advisory relationships, with fees structured as a percentage of assets under management or as fixed hourly rates.
Current Investors
Mercer Global Advisors Inc.
Primary Industry
Financial Services
Sub Industries
Consulting Services, Investment Banking, Accounting Services
Website
www.chapelcollins.com
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Chapel & Collins, 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 | Chapel & Collins, LLC | - |
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