Investors Count

4

Deal Terms

1

Funding, Valuation & Revenue

2 Fundings

H.D. Vest's latest funding round was a Acquired for on October 14, 2015.

H.D. Vest's latest post-money valuation is from October 2015.

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Date

Round

Amount

Investors

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Revenue

Sources

10/14/2015

Acquired

$XXM

0

FY undefined

3

10/5/2011

Acq - Fin

$XXM

0

FY undefined

0

Date

10/14/2015

10/5/2011

Round

Acquired

Acq - Fin

Amount

Investors

Valuation

$XXM

$XXM

Revenue

0

FY undefined

0

FY undefined

Sources

3

0

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H.D. Vest Deal Terms

1 Deal Term

H.D. Vest's deal structure is available for 1 funding round, including their Acquired from October 14, 2015.

Round

Acquired

Funding Date

$XXM

Pre-Money Valuation

Post-Money Valuation

$XXM

Amount Raised

Shares Authorized

Issuance Price

Dividend Rate

Liquidation Preferences

Liquidation Price

Participation

Conversion Price

Anti Dilution

General Voting

$XXM

Board Voting

$XXM

Par Value

Round

Funding Date

Pre-Money Valuation

Post-Money Valuation

Amount Raised

Shares Authorized

Issuance Price

Dividend Rate

Liquidation Preferences

Liquidation Price

Participation

Conversion Price

Anti Dilution

General Voting

Board Voting

Par Value

Acquired

$XXM

$XXM

$XXM

$XXM

H.D. Vest Investors

4 Investors

H.D. Vest has 4 investors. Blucora invested in H.D. Vest's Acquired funding round.

First funding

Last Funding

Investor

Rounds

Board Seats

Type

Location

10/14/2015

10/14/2015

1
Acquired

Corporation

Texas

00/00/0000

00/00/0000

Parthenon Capital

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Private Equity

Massachusetts

00/00/0000

00/00/0000

Lovell Minnick Partners

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Private Equity

Pennsylvania

00/00/0000

00/00/0000

Fisher Lynch Capital

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Private Equity

California

First funding

10/14/2015

00/00/0000

00/00/0000

00/00/0000

Last Funding

10/14/2015

00/00/0000

00/00/0000

00/00/0000

Investor

Parthenon Capital

Lovell Minnick Partners

Fisher Lynch Capital

Rounds

1
Acquired

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Board Seats

Type

Corporation

Private Equity

Private Equity

Private Equity

Location

Texas

Massachusetts

Pennsylvania

California

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