Eagle Financial Management Services, LLC

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Eagle Financial Management Services, LLC - overview

Established

2006

Location

Shreveport, LA, US

Primary Industry

Financial Services

About

Based in Louisiana, US, and founded in 2006, Eagle Financial Management Services, LLC, a. k. a. Eagle Financial operates as a money management firm that manages investment portfolios for individuals and entities desiring professional and objective investment advice with a focus on economic and market fundamental analysis.


In June 2022, Wealthcare Capital Management, Inc. , a portfolio company of NewSpring Capital, acquired Eagle Financial Management Services. The company provides investment portfolio management services and wealth advisory services related to investments to individuals and businesses to generate returns as per clients’ goals and objectives.


Current Investors

Wealthcare Capital Management LLC

Primary Industry

Financial Services

Sub Industries

Consulting Services, Investment Banking

Website

www.eaglefms.com

Verticals

FinTech

Company Stage

Add-on

Total Amount Raised

Subscriber access only

Eagle Financial Management Services, LLC - deals

Deals TypeDeal StatusTarget (s)Deal DateInvestor(s)Seller(s)Deal size (Mn)Enterprise value (Mn)Post-money valuation (Mn)EBITDA multiple (x)Revenue multiple (x)Lead partner (s)
Add-onCompletedEagle Financial Management Services, LLC-

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