Sanford Advisory Services, LLC
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Sanford Advisory Services, LLC - overview
Established
2000
Location
Portage, MI, US
Primary Industry
Financial Services
About
Based in Michigan, US, and founded in 2000 by Todd Sanford, Sanford Advisory Services, LLC provides a professional advisor and advocate by creating a financial plan that is to the individual. In May 2022, Mercer Global Advisors Inc. , a portfolio company of Genstar Capital Partners and Oak Hill Capital Partners, acquired Sanford Advisory Services, LLC. Sanford Advisory Services provides personal financial planning services to its clients which include a financial assessment, risk assessment, retirement planning, personalized goals, estate planning, etc.
Additionally, it offers small and medium-sized businesses consulting services that assist them to improve plan results through custom plan design, investment choice, and participant financial wellness education.
Current Investors
Mercer Global Advisors Inc.
Primary Industry
Financial Services
Sub Industries
Consulting Services, Financial Services
Website
www.sanfordadvisory.com
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Sanford Advisory Services, 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 | Sanford Advisory Services, LLC | - |
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