Powell Financial Partners, LLC
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.
Powell Financial Partners, LLC - overview
Established
1979
Location
Georgetown, TX, US
Primary Industry
Financial Services
About
Based in Texas, US, and founded in 1979, Powell Financial Partners operates as a financial services company that offers financial advisory services such as retirement planning, wealth management, investment management, and estate planning. In August 2023, Cetera Financial Group, Inc. , a portfolio company of Genstar Capital Partners, acquired Powell Financial Partners, LLC. As of 2023, the company is led by its founding investment advisor representative Mickey Powell, and Jennifer Powell.
The wealth management firm provides independent financial advice and real-world financial planning and wealth management solutions. The services offered include retirement planning, wealth management services, insurance and speciality insurance, and estate planning.
Current Investors
Cetera Financial Group, Inc.
Primary Industry
Financial Services
Sub Industries
Accounting Services, Investment Banking, Insurance
Website
www.powellfinancialpartners.com
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Powell Financial Partners, LLC - 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 | Powell Financial Partners, LLC | - |
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.