Harrison & Company Wealth Management
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Harrison & Company Wealth Management - overview
Location
-, VA, US
Primary Industry
Financial Services
About
Based in Virginia, US, and founded in 2009 by Bruce Harrison, Harrison & Company Wealth Management, LLC operates as a wealth management company that provides financial planning and investment management services. In July 2022, Mercer Global Advisors Inc. , a portfolio company of Oak Hill Capital Partners and Genstar Capital Partners, acquired Harrison & Company Wealth Management, LLC. The company’s services include portfolio management, personal financial planning, advising on tax strategies, trust and estate planning, asset protection planning, and consulting on 401(k) and cash balance plans.
The acquisition enables Harrison & Company Wealth Management to expand its presence in Virginia.
Current Investors
Mercer Global Advisors Inc.
Primary Industry
Financial Services
Sub Industries
Consulting Services, Investment Banking
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Harrison & Company Wealth Management - 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 | Harrison & Company Wealth Management | - |
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