Wrenn Financial Strategies, Inc.
Have updates for this profile? Please contribute data
= Subscriber Access Only
You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.
With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.
Wrenn Financial Strategies, Inc. - overview
Established
1988
Location
Raleigh, NC, US
Primary Industry
Financial Services
About
Based in North Carolina, US, and founded in 1988, Wrenn Financial Strategies, Inc. operates as a nationally registered investment adviser. The company was founded by its President Maxie Edward Wrenn, Jr. , and Vice President Janice Regi Wrenn.
In January 2022, Mercer Global Advisors Inc. , a portfolio company of Genstar Capital Partners and Oak Hill Capital Partners, acquired Wrenn Financial Strategies, Inc. As of 2022, the company serves over 150 clients and maintains over USD 238 million of assets under management. Wrenn Financial offers financial planning and portfolio management services to high-net-worth families and individuals.
Its offerings include investment management, comprehensive planning, focused planning, and retirement readiness.
Current Investors
Mercer Global Advisors Inc.
Primary Industry
Financial Services
Sub Industries
Consulting Services, Accounting Services
Website
www.wrennfinancial.com
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Wrenn Financial Strategies, 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 | Wrenn Financial Strategies, Inc. | - |
Displaying 1 - 1 of 1
Time to go Pro
Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.