Lehman & Derafelo Financial Resources, LLC
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Lehman & Derafelo Financial Resources, LLC - overview
Established
2018
Location
Media, PA, US
Primary Industry
Financial Services
About
Founded in 2018 and based in Pennsylvania, US, Lehman & Derafelo Financial Resources, LLC engages in providing investment strategies and wealth management services. In April 2023, EP Wealth Advisors, LLC, a portfolio company of Wealth Partners Capital Group and Berkshire Partners, acquired Lehman & Derafelo Financial Resources, LLC. The company provides multifaceted financial planning and investment management services. The firm focuses on high-net-worth clients.
Current Investors
EP Wealth Advisors, LLC
Primary Industry
Financial Services
Sub Industries
Investment Banking
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Lehman & Derafelo Financial Resources, 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 | Lehman & Derafelo Financial Resources, LLC | - |
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