• Landline:813-898-2350
  • Email:steverson@benchmarkcorporate.com

$600mm AUM TAMP and Investment Advisory Firm

  • 822
Specifications
EBITDA$368,000
Revenue$5,721,000
Client CodeFIS165
EBITDA Range 250K-500K
Revenue Range 5M-10M
Sector Financial
Region Southeast-US
Deal Structure Full-Sale
HeadquartersGeorgia, US
Description

$600mm AUM Turnkey Asset Management Program (TAMP) and investment advisory firm with representation throughout the United States. The company offers retirement, taxmanaged, and 401(k) solutions through proven academic principles.

 

Key Aspects
· Approx. $600M assets under management (AUM)
· CEFEX certified
· Access to Dimensional Fund Advisors (DFA)
· Excellent customer service and scientifically designed individualized portfolios for each client
· Industry leading software system for asset management, client reporting and online tracking
· Highly dedicated and skilled team

 

Opportunities
· Continue adding new accounts to increase revenue
· Expand outside of its primary geographic market
· Enhance website functionality and social media to interact with advisors and clients
· Continue attracting top performing advisors to bring in large accounts and increase AUM
· Offer alternative investment products to diversify portfolios

 

Market Currently Served
· US Nationwide

 

Real Estate
· The company leases an office space from a third party

 

Shareholder/ Owner Objectives
· Multiple shareholders looking to exit the company. The majority shareholder is looking to concentrate on wealth advisory services and will continue to bring clients to the company as an outside advisor.

 

Key Indicators

Year End
12/31/2016
Actual
$’000
12/31/2015
Actual
$’000
12/31/2014
Actual
$’000
12/31/2013
Actual
$’000
Turnover 5,721 5,877 5,617 5,111
Gross Profit  2,080 2,180 1,962 1,803
Adj. EBITDA*  368 258 523 561

* Profit before interest, tax, depreciation and amortization (non-cash items)