Quantum Capital Management Inc
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Quantum Capital Management Inc - overview
Established
2017
Location
San Francisco, CA, US
Primary Industry
Financial Services
About
Based in California, US, CM, LLC, doing business as Quantum Capital Management, Inc operates as a provider of wealth management solutions to private clients, family offices, public pensions, endowments, and foundations. In October 2020, Lido Advisors LLC, a portfolio company of Charlesbank Capital Partners, agreed to acquire Quantum Capital Management Inc from Sterling Bank & Trust FSB. Quantum Capital Management Inc operates as an investment advisory firm that provides portfolio management and financial planning services to clients.
Current Investors
Lido Advisors LLC
Primary Industry
Financial Services
Sub Industries
Investment Banking
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Quantum Capital Management 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 | Quantum Capital Management Inc | - |
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