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Company profile: Donnelly Wealth Advisors

1.1 - Company Overview

Donnelly Wealth Advisors Logo

Donnelly Wealth Advisors

Headquarter: United States
Founded: 20XX🔒
Employees: 100-500🔒

Company description

  • Provider of independent registered investment advisory services, founded in 1997 by Richard 'Rich' Donnelly, taking a specialized approach to managing client wealth and providing a comprehensive view of finances within the context of clients' larger goals and objectives.

Products and services

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Key contacts

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Financial details

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1.2 - Competitors and similar companies to Donnelly Wealth Advisors

Hickory Asset Management Logo

Hickory Asset Management

HQ: United States Website
  • Description: Provider of comprehensive financial planning and portfolio management services as an independent RIA.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Hickory Asset Management company profile →
Succession Advisory Services Logo

Succession Advisory Services

HQ: United Kingdom Website
  • Description: Provider of wealth management and financial planning services to individual and corporate clients across the UK through a network of acquired and member firms. Offers advisory services, an open-architecture investment platform to manage and grow investments, and an Investment Matrix tool for portfolio analysis and management.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Succession Advisory Services company profile →
Clear Street Logo

Clear Street

HQ: United States Website
  • Description: Provider of cloud-native prime brokerage and capital markets services, including clearing, custody, execution, risk management, and securities finance. Offers Clear Street Studio for portfolio management with risk, margin, exposures, P&L, and analytics reports. Provides investment banking advisory and capital solutions, futures clearing, securities lending, and margin financing.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Clear Street company profile →
Backbone Capital Logo

Backbone Capital

HQ: United States Website
  • Description: Provider of capital-raising advisory and financing arrangement services for private equity groups, independent sponsors, operating companies, and middle market businesses. Offers traditional and non-traditional debt and equity financing, acquisition financing, recapitalizations, growth and liquidity capital, refinancing existing debt, and asset-based financing through a broad network of capital sources.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Backbone Capital company profile →
GWM Logo

GWM

HQ: France Website
  • Description: Provider of wealth and asset management services.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full GWM company profile →
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2.M&A buyers

2.1 Potential strategic acquirers in the sector

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2.2 - Strategic buyer groups for Donnelly Wealth Advisors

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Buyer group 1: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
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Buyer group 2: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
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Buyer group 3: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms

3.1 - Buyout funds investing in similar companies to Donnelly Wealth Advisors

2.2 - Growth funds investing in similar companies to Donnelly Wealth Advisors

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4 - Top valuation comps for Donnelly Wealth Advisors

4.2 - Public trading comparable groups for Donnelly Wealth Advisors

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4.3 - M&A Transactions similar to Donnelly Wealth Advisors

Selected M&A transactions

Date Target Description Buyer(s) Relevance EV EV/Revenue EV/EBITDA
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Frequently Asked Questions

About Donnelly Wealth Advisors

What does Donnelly Wealth Advisors do?

Donnelly Wealth Advisors is a provider of independent registered investment advisory services, founded in 1997 by Richard 'Rich' Donnelly, taking a specialized approach to managing client wealth and providing a comprehensive view of finances within the context of clients' larger goals and objectives.

Who are Donnelly Wealth Advisors's competitors?

Donnelly Wealth Advisors's competitors and similar companies include Hickory Asset Management, Succession Advisory Services, Clear Street, Backbone Capital, and GWM.

Where is Donnelly Wealth Advisors headquartered?

Donnelly Wealth Advisors is headquartered in United States.

How many employees does Donnelly Wealth Advisors have?

Donnelly Wealth Advisors has 1,000 employees 🔒.

When was Donnelly Wealth Advisors founded?

Donnelly Wealth Advisors was founded in 2010 🔒.

What sector and industry vertical is Donnelly Wealth Advisors in?

Donnelly Wealth Advisors is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for Donnelly Wealth Advisors

Who are the top strategic acquirers in Donnelly Wealth Advisors's sector and industry

Top strategic M&A buyers and acquirers in Donnelly Wealth Advisors's sector include ████████, ██████████, ██████, ████████, and ██████████ 🔒.

Which M&A buyer groups are most relevant for Donnelly Wealth Advisors?

Top strategic M&A buyers groups and sectors for Donnelly Wealth Advisors include █████████████████ , ████████████████, █████████████, ████████████, and ████████████████ 🔒.

Financial Investors investing in Donnelly Wealth Advisors's sector and industry vertical

Which are the top PE firms investing in Donnelly Wealth Advisors's sector and industry vertical?

Top PE firms investing in Donnelly Wealth Advisors's sector and industry vertical include ████████, ██████████, ████████, and ██████████ 🔒.

Who are the top buyout funds acquiring in Donnelly Wealth Advisors's sector and industry vertical?

Active PE funds and buyout funds acquiring companies in Donnelly Wealth Advisors's sector and industry vertical include █████████, ██████████, ████████████, and ████████████ 🔒.

Who are the top growth equity funds investing in companies in Donnelly Wealth Advisors's sector and industry vertical?

Growth funds and venture capital funds investing in companies similar to Donnelly Wealth Advisors include █████████, ██████████, ████████████, and ████████████ 🔒.

Valuation benchmarks of companies in Donnelly Wealth Advisors's sector and industry

Which are the key public companies that are relevant trading comps benchmarks for Donnelly Wealth Advisors?

The key public trading comparables and valuation benchmarks for Donnelly Wealth Advisors include █████████, ██████████, ████████████, and ████████████ 🔒.

Which are the key trading comparable groups for Donnelly Wealth Advisors for public valuation benchmarks?

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What are recent M&A transactions in Donnelly Wealth Advisors's sector and industry vertical?

Our platform tracks relevant M&A transactions comparables and valuation benchmarks for Donnelly Wealth Advisors with complete deal terms, valuation multiples, and strategic rationale. Access the full database to benchmark pricing and identify active acquirers.

What are recent capital raises and funding rounds in Donnelly Wealth Advisors's' sector and industry vertical?

Access recent funding rounds and capital raises in Donnelly Wealth Advisors's sector and industry vertical including growth equity, venture capital, and buyout investments. Our database includes round size, lead investors and valuations.

Ready to Find the Right Buyers?

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