Danison & Associates, Inc.
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Danison & Associates, Inc. - overview
Established
1997
Location
Upper Arlington, OH, US
Primary Industry
Financial Services
About
Founded in 1997 and based in Ohio, US, Danison & Associates, Inc. operates as a provider of financial solutions that specializes in wealth management and financial planning services for individuals and small business sectors. In December 2024, Wealth Enhancement Group, LLC, a portfolio company of Stone Point Capital, Onex, and TA Associates, acquired Danison & Associates, Inc. Danison & Associates offers wealth management and financial planning services to individuals and small businesses.
Current Investors
Wealth Enhancement Group, LLC
Primary Industry
Financial Services
Sub Industries
Investment Banking
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Danison & Associates, Inc. - 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 | Danison & Associates, Inc. | - |
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