GDM Private Financial Solutions LLC
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GDM Private Financial Solutions LLC - overview
Established
2012
Location
Bellevue, WA, US
Primary Industry
Financial Services
About
Founded in 2012 and based in Washington, US, GDM Private Financial Solutions LLC operates primarily as a CPA and financial services firm, providing accounting, tax, estate, and business advisory services to individuals and small‑ to medium‑sized businesses. In April 2026, Soltis Investment Advisors LLC, a portfolio company of Emigrant Partners, Estancia Capital Management, and LLR Partners, acquired GDM Private Financial Solutions LLC. Financial terms were not disclosed.
Current Investors
Soltis Investment Advisors LLC
Primary Industry
Financial Services
Sub Industries
Consulting Services, Accounting Services
Website
www.forprivateclients.com
Company Stage
Add-on
Total Amount Raised
Subscriber access only
GDM Private Financial Solutions 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 | GDM Private Financial Solutions LLC | - |
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