Resource Consulting Group, Inc.
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Resource Consulting Group, Inc. - overview
Established
1988
Location
Orlando, FL, US
Primary Industry
Financial Services
About
Founded in 1988 and based in Florida, US, Resource Consulting Group, Inc. , also known as RCG, operates as a financial planning and investment advisory firm. The company was founded by its vice president, Mike Davis. In November 2023, Hightower Holding, LLC, a portfolio company of Thomas H.
Lee Partners, Neuberger Berman, Goldman Sachs Alternative Investment and Manager Selection (AIMS), and Coller Capital, acquired Resource Consulting Group. As of 2023, the firm’s portfolio management includes 13 CFPs, three CPAs, two attorneys, and one CFA among its 17 advisory services professionals and 13 support personnel, and the company is led by its CEO and President Gregg Biro. Resource Consulting Group offers a wide range of registered investment advisors (RIAs) that provide objective, unbiased advice to their clients. The solutions offered by RCG include financial planning solutions, investment advisory solutions, and retirement planning solutions for high-net-worth clients, ultra-high-net-worth households, and institutional clients.
Current Investors
Hightower Holding, LLC
Primary Industry
Financial Services
Sub Industries
Consulting Services, Investment Banking
Website
www.resourceconsulting.com
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Resource Consulting Group, 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 | Resource Consulting Group, Inc. | - |
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