GMS Surgent Advisors, LLC
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GMS Surgent Advisors, LLC - overview
Established
1992
Location
-, PA, US
Primary Industry
Financial Services
About
Based in Pennsylvania, US, and founded in 1992, GMS Surgent Advisors, LLC, a. k. a. GMS Surgent operates as a tax and advisory company that offers accounting, tax preparation, and wealth planning services to business and individual clients located primarily in the Greater Philadelphia area.
In June 2023, Hightower Holding, LLC, a portfolio company of Coller Capital, Goldman Sachs Alternative Investment and Manager Selection (AIMS), Neuberger Berman, and Thomas H. Lee Partners, acquired GMS Surgent Advisors, LLC. The company provides a wide range of services, including audits of employee benefit plans, bankruptcy and insolvency, green energy, historic tax credits, individual advisory services, the Pennsylvania educational improvement tax credit program, profitability analysis and performance measurement, and more, to multiple businesses across technology, construction, real estate, life sciences, professional services, retail, manufacturing, and distribution sectors. GMS Surgent also offers business advisory services such as profitability analysis, business valuation, bankruptcy, insolvency, litigation support, and strategic planning.
In addition, GMS Surgent professionals help with set-up, training, technical problem solving, and review for off-the-shelf financial software products, such as QuickBooks® or Peachtree®.
Current Investors
Hightower Holding, LLC
Primary Industry
Financial Services
Sub Industries
Consulting Services, Investment Banking, Accounting Services
Website
www.gmssurgent.com
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
GMS Surgent Advisors, 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 | GMS Surgent Advisors, LLC | - |
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