Shore Morgan Young Wealth Strategies and Private Wealth Strategies, L.L.C.
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Shore Morgan Young Wealth Strategies and Private Wealth Strategies, L.L.C. - overview
Established
1975
Location
New Albany, OH, US
Primary Industry
Financial Services
About
Based in Ohio, US, and founded in 1975, Sore Morgan Young Wealth Strategies and Private Wealth Strategies, L. L. C operates as a wealth management company providing financial planning solutions such as estate planning, risk management, retirement planning, income tax consideration, and wealth accumulation consulting services. In June 2024, Lido Advisors LLC, a portfolio company of Constellation Wealth Capital and Charlesbank Capital Partners, acquired Shore Morgan Young Wealth Strategies and Private Wealth Strategies, L.
L. C. Shore Morgan Young Wealth Strategies and Private Wealth Strategies, L. L.
C. provides a variety of financial solutions such as financial planning, investment management, tax planning, estate planning, employee benefits, education funding, business strategies, wealth accumulation, risk management, and many ore. The company offers a wide range of insurance solutions for businesses to protect clients' assets and income.
Current Investors
Lido Advisors LLC
Primary Industry
Financial Services
Sub Industries
Consulting Services, Consumer Finance
Website
www.shoremorganyoung.com
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Shore Morgan Young Wealth Strategies and Private Wealth Strategies, L.L.C. - 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 | Shore Morgan Young Wealth Strategies and Private Wealth Strategies, L.L.C. | - |
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