Homewood Capital Management, Inc.
Have updates for this profile? Please contribute data
= Subscriber Access Only
You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.
With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.
Homewood Capital Management, Inc. - overview
Established
1994
Location
Danville, CA, US
Primary Industry
Financial Services
About
Based in California, US, and founded in 1994 by William Wee, Homewood Capital Management provides customized and comprehensive financial planning services to high-net-worth individuals and families. In August 2021, EP Wealth Advisors, LLC, a portfolio company of Berkshire Partners and Wealth Partners Capital Group, acquired Homewood Capital Management. Homewood Capital Management is a financial services company that offers financial planning and related services to HNIs.
Current Investors
EP Wealth Advisors, LLC
Primary Industry
Financial Services
Sub Industries
Financial Services
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Homewood Capital Management, Inc. - 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 | Homewood Capital Management, Inc. | - |
Displaying 1 - 1 of 1
Time to go Pro
Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.