Jeffrey Schreiber
Waltham, MA (USA)
Role(s):
Founder/Owner/Principal
JMP Advisory Group
Find More Startups
Startup
Location:
Waltham
Industry:
Investing
Year Founded:
2010
Number Employees:
10-50 people
Business Stage:
Growth (profitable)
Entity Type:
Limited Liability Company
Description:
My company, JMP Advisory Group, is looking for $35m in business funding in order to acquire and grow an RIA acquisition and Financial Planning business. JMP Advisory Group will be located in Waltham, MA and will have gross sales of over $13m upon aggregating the desired firms. A few other important details: We're mainly interested in these types of funding: -Equity Funding (Venture Capital, Angel, Private Equity, etc.) The funds will primarily be used for the following: -Business Acquisition / Franchise Funding -Current Owner buyout/earnout The desired acquisitions are all currently mature, profitable firms with principals seeking an ownership transition strategy. Please let me know if you are interested in discussing the possibility of providing the funding that we are seeking.