Minot Wealth Management, LLC
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Minot Wealth Management, LLC - overview
Established
2019
Location
Westwood, MA, US
Primary Industry
Financial Services
About
Based in Massachusetts, US, and founded in 2019, Minot Wealth Management, LLC operates as an investment advisory company that offers risk management, trust and estate planning, and financial planning. In September 2022, EP Wealth Advisors, LLC, an investment adviser and financial planning firm and a portfolio company of Berkshire Partners and Wealth Partners Capital Group, acquired Minot Wealth Management, LLC. As of September 2022, the company is led by managing directors Brian Mulvey, Patrick Donovan, and William Corcoran. Minot Wealth Management, LLC offers a wide range of financial services including strategic planning to craft a comprehensive financial plan tailored to the goals and circumstances of each client; investment and advisory services that focus on mitigating losses; tax, trust, and estate planning; trust and administrative services to manage financial legacy; banking and lending service; family advisory service with balance sheet structure, net worth management, financial reporting, risk management, cash flow, budgeting, philanthropic activities, banking, and credit relationships.
Current Investors
EP Wealth Advisors, LLC
Primary Industry
Financial Services
Sub Industries
Consulting Services, Private Equity, Investment Banking, Accounting Services
Website
https://minotwealth.com/
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Minot Wealth Management, 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 | Minot Wealth Management, LLC | - |
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