Lee Financial Group Hawaii, Inc.
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Lee Financial Group Hawaii, Inc. - overview
Established
1988
Location
Honolulu, HI, US
Primary Industry
Financial Services
About
Based in Hawaii, US, and founded in 1988 by CEO Terry Lee, Lee Financial Group Hawaii, Inc. operates as a provider of wealth management solutions such as investments, municipal, and mutual funds in Hawaii. In June 2024, The Retirement Planning Group, Inc. , a portfolio company of Cetera Financial Group, Inc.
and backed by Genstar Capital Partners, acquired Lee Financial Group Hawaii, Inc. for approximately USD 225 million. The company provides a wide range of investment management and financial planning services to individuals, trusts, businesses, and charitable organizations. The firm's services include tax-free investment opportunities, including the Hawaii Municipal Fund (SURFX).
Additionally, the firm offers mutual funds, wealth management, and tax-free municipal bond funds.
Current Investors
The Retirement Planning Group, Inc.
Primary Industry
Financial Services
Sub Industries
Investment Banking
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Lee Financial Group Hawaii, 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 | Lee Financial Group Hawaii, Inc. | - |
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