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Jordan Financial Strategies LLC

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Year established

1998

Location

Denver CO US

Primary Industry

Financial Services

About

Based in Colorado, US, and founded by Kristy R. Jordan, in 1998, Jordan Financial Strategies LLC operates as a provider of financial advisory services. In September 2022, the firm was acquired by Mercer Global Advisors Inc., a portfolio company of Oak Hill Capital Partners and Genstar Capital Partners. The company offers comprehensive wealth management advisory and financial planning by offering clarity, insight, and partnership to its clients in the areas of real estate, insurance, investment, lifestyle, and retirement. As of September 2022, the firm has approximately USD 120 million in assets under management (AUM), serving in the Colorado region.
Current Investors
Mercer Global Advisors Inc.

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Primary Industry
Financial Services
Sub Industries
Investment Banking, Accounting Services
Company Stage
Add-on
Total Amount Raised
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Deals

Deals Type
Add-on
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)
Completed Jordan Financial Strategies LLC 07 Sep 2022
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