Regis Management Company, LLC
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Regis Management Company, LLC - overview
Established
2000
Location
Menlo Park, CA, US
Primary Industry
Financial Services
About
Based in California, US, and founded in 2000, Regis Management Company, LLC operates as a financial services company that provides customized investment management, tax consulting and return preparation, tax efficiency, and philanthropy services for private clients, foundations, advisory firms, and endowments. In December 2022, Mercer Global Advisors Inc. , a portfolio company of Genstar Capital Partners and Oak Hill Capital Partners, acquired Mercer Global Advisors Inc. Regis Management Company, LLC is a wealth management firm that provides services to clients, multigenerational families, and foundations.
Furthermore, the firm helps its customers to gain insight into their financial situation by using the company's customized investment management, tax consulting and return preparation, tax efficiency, and philanthropy services. The acquisition will allow Regis Management Company, LLC to attract, train and retain its talent and enable Mercer Global Advisors Inc. to expand its net worth offerings and silicon valley, San Francisco presence.
Current Investors
Mercer Global Advisors Inc.
Primary Industry
Financial Services
Sub Industries
Investment Banking
Website
www.regisllc.com
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Regis Management Company, 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 | Regis Management Company, LLC | - |
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Regis Management Company, LLC - employee data
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