Monarch Business & Wealth Management, LLC
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Monarch Business & Wealth Management, LLC - overview
Established
2008
Location
New York, NY, US
Primary Industry
Financial Services
About
Based in New York, US, and founded in 2008 by CEO Barry Klarberg, Monarch Business & Wealth Management, LLC, a. k. a. Monarch provides financial planning and business management services such as wealth planning, touring, investment advisory services, family communication, and tax planning that primarily serves athletes, entertainers, and wealthy families.
In December 2021, MAI Capital Management, LLC, a portfolio company of Carlyle Group, Galway Insurance Holdings, Harvest Partners, and Oak Hill Capital Partners, acquired Monarch Business & Wealth Management, LLC. Monarch Business & Wealth Management, LLC provides multiple services, including business management, wealth planning, recording and publishing, touring, investment advisory, family planning, governance and education, and tax planning and advice. The business management service of the company offers billing, risk management, tax advice and planning, decision making, budgets and cash flows, and disciplined investment solutions. Monarch Business & Wealth Management, LLC plans to use its acquisition to bring additional financial planning and investment professionals to MAI Capital Management, LLC's Sports plus entertainment division and further expand its position throughout the US.
Current Investors
Galway Insurance Holdings, MAI Capital Management, LLC
Primary Industry
Financial Services
Sub Industries
Investment Banking, Accounting Services
Website
www.monarchbw.com
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Monarch Business & 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 | Monarch Business & Wealth Management, LLC | - |
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