The Marygold Companies, Inc.

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The Marygold Companies, Inc. - overview

Established

1996

Location

San Clemente, CA, US

Primary Industry

Financial Services

About

Based in the US, The Marygold Companies, Inc. , operates as a company managing businesses in financial services and food production. Based in San Clemente, the US and founded in 1996, The Marygold Companies, Inc. manages businesses in various sectors including financial services and food production.


The company was formerly known as Concierge Technologies. In September 2026, Madison Dearborn Partners agreed to acquire The Marygold Companies, Inc. for USD 2 per share in cash, in a public-to-private transaction. The deal is expected to be completed in early 2027.


As part of the transaction, Madison Dearborn Partners will own 100 percent stakes in the company. As part of transaction, Tim Rotolo will operate as CEO of The Marygold Companies, Inc. The Marygold Companies, Inc. offers a comprehensive range of products and services primarily focused on financial services, ETF management, and investment advisory services.


The company conceptualizes, implements, and manages Exchange-Traded Funds (ETFs) and Exchange-Traded Products (ETPs) that are listed on NYSE Arca, catering to the investment needs of both retail and institutional clients. Additionally, the company provides investment advisory services and has developed a mobile fintech application aimed at clients in the United Kingdom, delivering tailored financial solutions and enhancing user experiences in personal finance management. Beyond its core financial services, Marygold operates subsidiaries in food manufacturing, digital printing, and hair/skin care, expanding its reach into various global markets, including the United States, the United Kingdom, New Zealand, and Australia. The revenue structure of The Marygold Companies, Inc.


is closely tied to its core financial services, particularly in the management of ETFs and related products. Transactions typically occur through a B2B model where institutional investors and financial advisors purchase ETF shares directly or via brokerage firms, while retail investors may acquire these products through investment platforms. The company also generates revenue through its investment advisory services, which involve fixed fees or performance-based arrangements in exchange for managing client portfolios. The diverse revenue streams stemming from both its financial services and subsidiary operations contribute to the company's overall financial health.


In September 2026, Madison Dearborn Partners agreed to acquire The Marygold Companies, Inc. This acquisition will enable the company to refocus its operations on expanding USCF Investments’ core asset management business with the capital and strategic support of Madison Dearborn Partners.


Primary Industry

Financial Services

Sub Industries

Beauty & Hygiene, Food, Financial Services

Website

www.themarygoldcompanies.com

Verticals

FinTech, Manufacturing

Company Stage

Mature

Total Amount Raised

Subscriber access only

The Marygold Companies, Inc. - financials

Fiscal Year EndedJun 30, 2024Jun 30, 2025Jun 30, 2026
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The Marygold Companies, Inc. - deals

Deals TypeDeal StatusTarget (s)Deal DateInvestor(s)Seller(s)Deal size (Mn)Enterprise value (Mn)Post-money valuation (Mn)EBITDA multiple (x)Revenue multiple (x)Lead partner (s)
Public to PrivateAnnouncedThe Marygold Companies, Inc.-

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