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West Point Business Group

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Year established

2007

Location

Jacksonville FL US

Primary Industry

Financial Services

About

Based in Florida, US, and founded in 2007, West Point Business Group operates as a financial service company that provides corporate retirement plans and individual wealth management services for individuals and families. In September 2022, MAI Capital Management, LLC, a portfolio company of Carlyle Group, Galway Insurance Holdings, Harvest Partners, and Oak Hill Capital Partners, acquired West Point Business Group. West Point Business Group assists businesses with retirement plan consulting and financial wellness programs, as well as individuals and families with comprehensive wealth management. The firm develops customized retirement solutions for industry leaders in the field of financial services to personal wealth management. The acquisition of West Point Business Group will support MAI Capital Management, LLC to add specialized retirement plan consulting talent and facilitates the launch of MAI Retirement.
Current Investors
MAI Capital Management, LLC

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Primary Industry
Financial Services
Sub Industries
Financial Services
Website
www.wpbgonline.com
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only

Deals

Deals Type
Add-on
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)
Completed West Point Business Group 30 Sep 2022
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