Ellwood Associates
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Ellwood Associates - overview
Established
1977
Location
Chicago, IL, US
Primary Industry
Financial Services
About
Based in Illinois, US, and founded in 1977 by John Ellwood, Ellwood Associates operates as a provider of customized wealth management programs for corporations, endowments, foundations, governmental fiduciaries, hospitals, high net worth individuals and families, and wealth advisors. In August 2021, CapFinancial Partners, LLC, a portfolio company of GTCR, agreed to acquire Ellwood Associates. As of August 2021, the company employs about 55 employees. The company provides a wide range of services, including investment policy, asset allocation, portfolio construction, investment manager search, performance reporting, fee review and benchmarking, client education, and vendor review and searches.
Ellwood Associates’s client base includes a defined benefit, defined contribution, public funds, endowments, foundations, nonprofits, family offices, hospitals and healthcare, wealth management advisory services, and more.
Current Investors
CapFinancial Partners, LLC
Primary Industry
Financial Services
Sub Industries
Consulting Services, Investment Banking
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Ellwood Associates - 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 | Ellwood Associates | - |
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