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 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 | Eagle Financial Management Services, LLC | - |
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