Geller & Company

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Geller & Company - overview

Established

1984

Location

New York, NY, US

Primary Industry

Financial Services

About

Geller & Company LLC offers comprehensive financial outsourcing services, including CFO support, operations management, and strategic planning to empower high-potential businesses and philanthropic organizations in achieving their goals. Founded in 1984, Geller & Company is based in New York, US, and specializes in providing financial outsourcing services. The firm was established by Artur Castro, who continues to lead the company as CEO. Geller has maintained a consistent focus on delivering tailored financial solutions to its clients, without any recorded pivots in its business strategy.


Geller specializes in a wide array of financial and operational services aimed at assisting high-potential businesses and philanthropic organizations in achieving their strategic objectives. The firm’s core offerings include outsourced Chief Financial Officer (CFO) services, operations management, financial modeling, strategic planning, shareholder support, and process improvement. These services are designed to address complex financial challenges, thereby enhancing operational efficiency and promoting sustainable growth. Geller's client base includes discerning leaders across various sectors, including private companies and institutional clients, who rely on the firm's expertise to refine their operational frameworks and realize their goals.


The firm primarily serves clients in North America and select international markets, ensuring a tailored approach to meet diverse business needs. Geller's revenue model is built around providing professional services predominantly through contractual agreements with its clients. These transactions typically involve a combination of retainer fees for ongoing advisory services and project-based pricing for specific service engagements. The firm may also enter into partnerships or long-term contracts with key clients, whereby tailored financial solutions are delivered based on the clients' unique requirements.


While specific pricing structures for individual services are not disclosed, the company’s offerings are likely packaged to provide comprehensive solutions that address multiple facets of financial management and operational support. Geller’s focus on high-quality service delivery fosters strong client relationships, which contribute to a steady revenue stream through repeat business and referrals.


Primary Industry

Financial Services

Sub Industries

Consulting Services, Accounting Services

Website

www.gellerco.com

Verticals

FinTech

Total Amount Raised

Subscriber access only

Geller & Company - 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-onCompletedGeller Investment Partnership Services-

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